2019 Diversity Summit:The Center invites thought leaders within and outside the profession to attend the upcoming Diversity Summit, scheduled for November 13, 2019, at the J.W. Marriott in Washington, D.C.
This year’s Summit builds upon last year’s convening with a focus on Accountability – highlighting the leadership of firms, academic institutions and partner organizations to advance racial and ethnic diversity in financial planning. The agenda will include presentations of case studies and best practices, an executive roundtable and the release of a new research report showcasing the value workforce diversity has on business success in financial services.
The CFP Board Center for Financial Planning seeks to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice. Learn more.
The Center is conducting research on issues affecting the financial planning profession and providing resources for practitioners, employers, educators, researchers and the public.
Attracting and developing the next generation of financial planners.Learn More
Creating a workforce that can meet the increasingly diverse needs and perspectives of clients.
Improving the quality of academic programs to ensure practitioners and students have cutting-edge knowledge and insights.Learn More
The challenges facing the financial planning profession are larger than any one organization or firm can tackle on their own and require a unified approach across all corners of the profession. Learn how you can be a part of the Center for Financial Planning and its efforts to create a more diverse and sustainable profession.