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Watch Live: Center for Financial Planning Diversity Summit, Tues. Oct. 23

October 18, 2018

Join the CFP Board Center for Financial Planning on Tuesday, October 23, from 8:00 am – 5:00 pm (Eastern Time), for a live stream of the Center’s first-ever Diversity Summit, featuring:

  • Release of the Center’s thought leadership paper, Racial Diversity in Financial Planning: Where We Are and Where We Must Go, highlighting findings from Center’s comprehensive research on the underrepresentation of blacks and Latinos in the financial planner workforce, and recommended research-based solutions to create a more diverse and inclusive profession
  • Presentations and panels featuring executives from financial services firms, organizations focused on people of color, D&I experts, educators and CFP® professionals  
  • Personal reflections from CFP® professionals of color on barriers and opportunities in the financial planning profession
  • Call to action
Register for the Live Stream

The Center for Financial Planning launched over two 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 less than 3.5 percent of all CFP® professionals. The first-ever Diversity Summit will provide a platform for a discussion of initiatives that can be undertaken by the Center and all stakeholders within financial planning and beyond, to address this challenge and advance diversity and inclusion in our profession.

Click here to learn more about the event and view the full agenda.  This will be an impactful event and we invite you to join the conversation via the live stream as we engage key stakeholders on this important issue.  We also encourage you to invite your colleagues with responsibilities for recruitment, hiring, onboarding and training of financial planners, as well as for advancing diversity and inclusion in your organizations.  Join us in making this conversation a real catalyst for change. 

The Summit is made possible with the support from Signature Sponsors Merrill Lynch, the Charles Schwab Foundation and Fiserv; Major Sponsors Prudential and Morgan Stanley; as well as the Center’s Lead Founding Sponsor TD Ameritrade Institutional and the Center’s Founding Sponsors Northwestern Mutual and Envestnet.