Efforts in Diversity and Recruiting in Financial Planning Undergraduate Programs.

There is a significant challenge in recruiting those from underrepresented racial and ethnic groups as well as women into financial services careers. Undergraduate financial planning programs serve as an entry point for many financial planning professionals. This qualitative study explored the recruitment efforts and strategies of 37 financial planning undergraduate programs in the United States as well as the current gender and racial representation of students in those programs. Results reveal the challenges of filling the financial advisor pipeline. They also offer insights that can be applied to increase the number of financial planning students and ultimately the number of prospective future financial advisors. [ABSTRACT FROM AUTHOR]