In collaboration with the member organizations of Zero Alpha Group (ZAG), Carlson Capital Management has made a donation to the CFP Board Center for Financial Planning (the Center) to create a more diverse and sustainable financial planning profession.
CCM’s donation was combined with that of fellow ZAG firms to result in a $50,000 gift. ZAG’s donation was further leveraged by the Center to yield more than $20,000 in additional contributions.
Since its launch in 2015, the Center has embarked on initiatives to grow, diversify, and sustain the financial planning profession. Thanks in part to the Center’s programming, the number of Black and Latino CFP® professionals increased by 12.6% in 2020—nearly five times the growth rate of all CFP® professionals—while the number of women CFP® professionals rose to 20,633, reflecting a growth rate of 3.1% over 2019.
Obtaining CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence for financial planners—a certification 15 CCM colleagues hold. CFP® professionals meet rigorous education, training and ethical standards and are required to serve as fiduciaries when providing financial advice to clients.