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Conference

5th Annual Diversity Summit and Virtual Career Fair

IMPACT – Advancing DEI in the Financial Planning Profession

October 27 - 28, 2022

Join us for the 5th Annual Diversity Summit on October 27, 2022, in person, focused on actionable solutions to advance diversity in financial planning. The theme of this year’s summit is IMPACT – Advancing DEI in the Financial Planning Profession.

The event will also feature a Virtual Diversity Career Fair on October 28 connecting employers with qualified candidates, including current and aspiring CFP® professionals, with special focus on women and people of color.

Registration for the Summit and Virtual Career Fair will open soon and be posted here when available.


summit agenda:

The Diversity Summit is designed to address the Center’s vison of ensuring that every American has access to competent and ethical financial planning advice. The Summit brings together leaders from financial services firms, academic institutions and think tanks to discuss and showcase initiatives and best practices that advance racial and ethnic diversity in the financial planner workforce. Invited speakers and moderators include leaders from Charles Schwab Foundation and Schwab Advisor Services, Merrill Lynch, Milken Institute and Korn Ferry. A timely and comprehensive analysis from our Thought Leadership Paper will address the growth and retention of diverse CFP® professionals. Attendees will leave with an enhanced understanding of how each segment’s IMPACT and their role towards the achievement of the Center’s vision. 

LAST YEAR’S SPEAKERS INCLUDED:

  • Ronald J. Adams
    Vice President, Field Diversity & Inclusion, Northwestern Mutual
  • Nandita Das, Ph.D., CFA®, CFP®, EA, RICP®
    CFP Board Registered Program Director & Professor of Finance, Delaware State University
  • Kamila Elliott, CFP®
    President, Collective Wealth Partners & CFP Board Chair
  • Crystal Hardie-Langston, MBA
    Principal & Chief Diversity Officer, Human Resources, Vanguard
  • Rachel J. Robasciotti
    Founder & CEO, Adasina Social Capital
  • Andy Sieg
    President, Merrill Lynch Wealth Management
  • Andrés Tapia
    Senior Client Partner & Global Diversity & Inclusion Strategist, Korn Ferry

Learn more about the Center for Financial Planning's diversity initiatives.

For information on sponsorship opportunities, contact Dan Limbago, Institutional Giving Officer, CFP Board Center For Financial Planning, dlimbago@cfpboard.org or 202-864-5250. 

View the 2022 Diversity Summit "Save the Date" Flyer


Further details, speakers and an agenda for the event will be posted here when available.