CFP BOARD CENTER FOR FINANCIAL PLANNING

Presents a must-attend conference with a singular mission:
advancing diversity and inclusion in our profession.

2019 DIVERSITY SUMMIT

November 13, 2019 • JW Marriott, Washington, DC • 8 AM - 5 PM

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Summit Overview

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.

"The future of financial planning stands at a fork in the road. Will our profession rise to the responsibility of embracing diversity of fellow colleagues, clients and stakeholders? My vote is 'Yes, we must' and attending the Diversity Summit is an actionable way toward understanding and committing to this responsibility!"

Trudy R. Turner, CFP^®, CPA

Senior Wealth Manager
United Capital
2018 Diversity Summit Attendee

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.

Agenda

Release of comprehensive report showcasing why a diverse workforce is important for both the financial planning profession and financial planning firms
CFP^® Pro Talks featuring personal reflections
Case studies from successful diversity initiatives
Executive roundtable
Facilitated breakout groups
Call to action

Who Will Attend

300+ thought leaders in financial planning and beyond:

Executives from financial services firms
Program directors from colleges and universities with financial planning programs
Influencers at key organizations that can reach diverse populations
Experts in diversity and inclusion
Financial planning practitioners
Media

2019 Diversity
SUMMIT SPONSORS

SIGNATURE SPONSORS

MAJOR SPONSORS

CENTER FOR FINANCIAL
PLANNING SPONSORS

LEAD FOUNDING SPONSOR

FOUNDING SPONSORS

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.