The Chartered Institute for Securities & Investment (The CISI)’s Post

Here are some tips for serving the LGBTQ+ community's unique financial needs from James Gilbert CFP™ Ch FCSI (Financial Planning), in our latest #CISIReview article: https://lnkd.in/gye-k-J7   #diversity #equity #inclusion #pridemonth #financialtips #LGBTQ

Top 4 tips for successful engagement with LGBTQ+ communities within the latest Mustard blog. (You're very welcome...). More advice if you need it >>>> give the Mustard page a follow so you don't need to rely on me remembering to share useful stuff!

Happy Pride Month! Love is love, but estate planning for the LGBTQ+ community can be more complex than it should be. Ensure your legacy is protected! Read our new blog post for key tips for estate planning for the LGBTQ+ community: https://buff.ly/3KuRhme #LGBTQ #Pride #EstatePlanning #estateplanningattorney #financialplanning #wealthplanning #generationalwealth #family #LexernLaw

This is such an important topic, and very close to my heart. The LGBTQ+ community can often have quite different financial needs, and it's so important that planners and advisers understand and acknowledge this when supporting their clients. A really excellent article! #pride #lgbt #lgbtq #financialplanning #finance #CISI #queer

The sunburst chart invites viewers to explore the details more deeply. Notable observations include Netflix having the highest LGBTQ+ representation among the reviewed shows and networks, and an approximate 50/50 split between LGBTQ+ characters being portrayed by LGBTQ+ actors. https://buff.ly/4bHidLf #datavisualization #PrideMonth #LGBTQ+ #TVRepresentation

The word "queer" has a powerful history and evolving meaning, though it hasn't always carried a positive connotation. From its origins to its reclamation by the LGBTQ+ community, this article explores how the term has become a proud identifier for many. 🌈 Read more to understand what it truly means to be the "Q" in LGBTQ. #LGBTQ #QueerHistory #Pride https://bit.ly/3Liw27s

LGBTQ+-owned businesses contribute significant benefits to the economy in Ohio and across the nation. Unfortunately, from discrimination to lacking networking opportunities, there are some unique barriers facing LGBTQ+ business owners and aspiring entrepreneurs. Our latest article outlines resources and information available to the LGBTQ+ community - read more here: 🔗 https://lnkd.in/erxUBZTt Member FDIC. #lgbtq #smallbusiness #business #commercialbanking #westfieldbank #banking #finance #communitybanking

“Some straight, cisgender people think of themselves as allies to the LGBTQ+ community, maybe even going so far as to self-designate as such through signage in their workspace or on their personal effects.But do LGBTQ+ individuals actually perceive them to be allies? To answer this question, the authors completed a four-year project to investigate how LGBTQ+ individuals determine whether someone is an ally. They conducted six studies, including thousands of LGBTQ+-identified participants across the U.S., to understand the causes and effects of allyship. Based on their findings, they present three ways to be a good ally to your LGBTQ+ colleagues — and not just perform allyship” https://lnkd.in/gv3TUY4D  #pride #LGBTQ+ #allyship

What a great article from The Buckeye Flame which features insight from both Tyler Stimpert & Tony Correa, LCDC III. Worth the read! :)