The 2019 Diversity Summit builds upon the last year’s convening with a focus on Accountability – highlighting the leadership of firms, academic institutions and partner organizations to create a more diverse profession – through case studies and best practices. The agenda will also include the release of a new report showcasing why a diverse workforce is important for both the financial planning profession and financial planning firms.
The CFP Board Center for Financial Planning launched over three years ago with a big vision – to ensure every American has access to competent and ethical financial planning advice. This vision can only become a reality with a more diverse and sustainable financial planning profession. However, blacks and Latinos represent just 3.7 percent of all
To address this issue head on, the Center hosted its first-ever Diversity Summit in 2018, convening employers, educators, non-profits, and financial planners in a collective effort to advance racial diversity in the profession. At the 2018 Summit, the Center released Racial Diversity in Financial Planning: Where We are and Where We Must Go, a thought leadership paper that outlines research-based, actionable solutions each stakeholder group can do to create impact.
Summit sponsors have a unique opportunity to demonstrate leadership and commitment to diversity in the financial planning profession. To learn more about sponsoring the Summit, please contact Diane LaVigna, CFRE, Director of Development, Center for Financial Planning, at email@example.com or 202-379-2275.
COO, SVP, Private Client Group
Managing Director, Head of Diversity & Inclusion
Morgan Stanley Wealth Management
Assistant Professor & Director of Financial Planning Program
California Lutheran University
Principal, Chief Diversity Officer