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
CFP^® professionals.

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.