CFP Board Center for Financial Planning Announces 2022 Diversity Summit and Virtual Career Fair Program

WASHINGTON, August 25, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced the agenda for its fifth annual Diversity Summit and Career Fair. The Diversity Summit will be held in person at the Conrad Hilton in washington d.c.on October 27, 2022followed by a virtual job fair on October 28. The career fair will connect employers with qualified candidates, including current and aspiring CFP® professionals, with a particular focus on women and people of color.

As part of its annual Diversity Summit, the Center brings together businesses, academic institutions, partner organizations and CFP® professionals to create a more diverse financial planning profession through research, case studies , best practices and concrete initiatives. The theme for this year’s summit is “IMPACT – Advancing DEI in the Financial Planning Profession”, showcasing initiatives and ideas to build a more diverse, equitable and inclusive financial planning profession. Attendees will hear from distinguished speakers, presenters and panelists who will highlight practical solutions to advance DEI in financial planning and ensure that every American has access to competent and ethical financial planning advice.

“Building diversity, inclusion and equitable pathways in the financial planning profession requires the collaboration, focus and dedication of all members of the financial advice ecosystem,” said the CEO of the board. of CFP. Kevin R. Keller, CAE. “This year’s Diversity Summit and Career Fair will be an opportunity to showcase the best practices driving this change as well as strategies to inspire action.”

The Diversity Summit guest speaker is Arlan Hamilton, founder of Backstage Capital and Runner, serial entrepreneur and author of “It’s About Damn Time”. She founded Backstage Capital in 2015 to invest in founders who are people of color, women, and/or LGBTQ. Since its inception, Backstage has raised close to $30 million and invested in 200 startups led by underrepresented founders. Arlan is also the founder of Runner, a startup that connects exceptional operational talent with inclusive businesses.

Other confirmed Diversity Summit speakers include:

  • Audra BohannonSenior Client Partner, Korn ferry
  • Earl DavisCFP®, Founder, Quad A, Endowment Fellowship
  • Kamila ElliottCFP®, CFP Chairman of the Board of Directors
  • Lindsay HansDivision Director for the Mid Atlantic Division of Merrill Lynch Wealth Management
  • Kate HealyManaging Director, CFP Board Center for Financial Planning
  • Kevin KellerCEO, CFP Board
  • Crystal Hardie LangstonDirector, Global Head of Diversity, Equity & Inclusion and Community Stewardship, Vanguard
  • Dan MoisandCFP®, CFP Elected President of the Board of Directors
  • Chloé Moore, CFP®, Basic Financial Services
  • Soledad O’BrienBroadcast journalist
  • Blair SmithSenior Director of the Center for Financial Markets, Milken Institute
  • Leslie TaborDirector, Consulting Services Business Consulting and Education, Charles Schwab Consulting Services
  • Thao TruongCFP®, associate wealth advisor, Wealth Morton

Additionally, the Center will release a new thought leadership document at the Diversity Summit with a comprehensive analysis focusing on the growth and retention of diverse CFP® professionals.

For more information on the Diversity Summit and Virtual Career Fair, including the agenda and speakers, visit the CFP Board website, where you can also:


The Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the United States. The CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. . The CFP Board, with its Center for Financial Planning, is committed to increasing public awareness of CFP® certification and access to a diverse, ethical and skilled financial planning workforce. Widely recognized by the public, advisors and firms as the standard in financial planning, the CFP® certification is held by more than 93,000 people in United States.


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. The Center brings together professionals, businesses, educators, researchers and CFP® experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that provides opportunities to conduct and publish new research that adds to the plan a body of knowledge.

SOURCE Certified Financial Planner Board of Standards, Inc.