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Diversity Initiatives at the Center for Financial Planning

Part of CFP Board’s Certificant Connections Podcast Series

August 23, 2019

The mission of CFP Board’s Center for Financial Planning is to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice.

Jocelyn Wright, CFP®, special advisor for gender diversity for the Center, discusses her path to becoming a financial planner, her role with the Center and its ongoing diversity initiatives, including the annual Diversity Summit. Jocelyn breaks down the barriers that women and people of color face when they try to enter the profession and offers ways to overcome these challenges.


2019 Diversity Summit: Learn More

Center for Financial Planning: Visit Website