“Being a financial planner allows you to build the work-life balance you want. It really depends on the life you want to live.”

Rianka Dorsainvil, CFP®

The CFP Board Center for Financial Planning launched just 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, in partnership with stakeholders within the financial planning profession and beyond, to address this challenge and advance diversity and inclusion in the profession.

WHEN AND WHERE

October 23, 2018, 8:00 am – 5:00 pm, at The Times Center in New York City (242 W 41st St)

REGISTER TO ATTEND

AGENDA


WHO WILL ATTEND

Over 200 thought leaders in financial planning and beyond, including:

  • Executives from financial services firms
  • Organizations lead by and focused on people of color
  • Program directors from colleges and universities with CFP Board-registered financial planning programs
  • Financial planning practitioners

CONFIRMED SPEAKERS


Carla Harris
Vice Chairman,
Wealth Management

Morgan Stanley

John Rogers
Founder, CEO and CIO
Ariel Investments

Henry Cisneros
Principal
Siebert Cisneros Shank & Co
Former Mayor of San Antonio
Former Secretary of HUD

Marc Morial
President and CEO
National Urban League

Kevin Keller
CEO
CFP Board

SPONSORS

We are grateful for the support of our Signature Sponsors of the Summit, Merrill Lynch and the Charles Schwab Foundation, Major Sponsor, Prudential, as well as TD Ameritrade Institutional, the Center’s Lead Founding Sponsor, and Northwestern Mutual, the Center’s Founding Sponsor.

FREE REGISTRATION

Please complete the form below to register.

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“One of the things I like most about being a CFP® pro is that I get to make a difference in people’s lives. It’s not a transaction— they’re deciding to bring you into their lives and be responsible for what’s most precious to them.”

Justin Sullivan, CFP®