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.
100% of 2018 Summit attendees surveyed indicated they would return.
2019 Summit will take discussions to the next level – action to results – by showcasing research, case studies and best practices.
We are all struggling to have impact in our own firms and organizations. Working together, we can make an 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 dlavigna@cfpboard.org or 202-379-2275.
Founder, Contreras-Sweet Companies;
Former Administrator,
Small Business Administration
Chief Justice Earl Warren
Professor of Constitutional
Law
NYU School of Law
President
Prudential Individual Life Insurance and Prudential Advisors
Managing Director,
Generation Next
TD Ameritrade Institutional
Director, Market Executive
Merrill Lynch Wealth
Management
CEO
Association of Latino Professionals for America (ALPFA)
CEO, Advisor Solutions
BNY Mellon Pershing
Head of Diversity and
Inclusion
Fidelity Investments
Managing Director and Head of Business Development & Strategy
Chase Wealth Management
Managing Director, International Wealth Management
Morgan Stanley
COO, SVP, Private Client Group
Raymond James
Head of Field Diversity and Inclusion
Northwestern Mutual
Managing Director, Head of Diversity & Inclusion
Morgan Stanley Wealth Management
Senior Partner
Korn Ferry
CEO
Forte Foundation
Assistant Professor & Director of Financial Planning Program
California Lutheran University
Principal, Chief Diversity Officer
Vanguard
Managing Director, Business Consulting Services
Charles Schwab Advisor Services
President, Investment Services
Fiserv
Columnist and Personal
Finance Advisor
Washington Post
President Emeritus
Wealth Development Strategies
President and Founder
The Raben Group
Founder
Worth Winning;
Former Olympian
Founder
Build a Better Financial
Future
Founder and CEO
Financially Wise;
“I am a CFP® Pro”
Campaign Spokesperson
Director of Minority-Owned Business Engagement
Wilmington Trust