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Leadership worried that by trying to be everything to everyone, the association risked diminishing its appeal and determined to address the issue once and for all.

Magali larsonInstitute for certified financial plannersInternational association for financial planningInclusion committeeOnefpa networkFinancial planning associationTemple universityOnefpa advisory councilInternational associationFinancial planningCertified financial plannersSociological analysisCore memberCertified financial plannerProfessional development