CFP Board Center for Financial Planning Diversity Summit and Career Fair to be Held Virtually

WASHINGTON, October 21, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced the agenda for its fourth annual Diversity Summit and Career Fair, to be held virtually from November 17-19, 2021. Registration is free and all sessions will take place between 12:00 p.m. and 4:00 p.m. Eastern Time.

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 “Metrics that Matter”, highlighting qualitative and quantitative metrics that financial services firms can use to assess and improve diversity equity and inclusion (DEI) in their hands. -work and their culture. Attendees will hear from high-level speakers, presenters and panelists who will highlight real-world solutions to advance DEI in the financial planning profession.

“To create a more diverse and sustainable financial planning profession, we need a financial planning workforce that more accurately reflects the diverse communities it serves,” said CFP Board CEO Kevin R. Keller, CAE. “The fourth annual Diversity Summit and Career Fair provides a platform for leaders in the professions to discuss initiatives to make this possible.”

The Diversity Summit guest speaker is Dr. Ibram X. Kendifounding director, Boston University Center for Anti-Racist Research. He was recently named a 2021 MacArthur Fellow and is the author of several bestselling books, including the influential How to be an anti-racist.

Other confirmed speakers include:

  • Ron AdamsVice President, Diversity and Inclusion in the Field, Northwestern Mutual
  • Kamila ElliottCFP®, President, GRID 202 Partners
  • Crystal Hardie LangstonChief Diversity Officer, Vanguard
  • Raymond JacksonGlobal Head of Diversity and Inclusion, T. Rowe Award
  • Esu Ma‘at, Director of Diversity, Orlando Magic
  • Andy SiegPresident, Merrill Lynch Wealth Management
  • Leslie TaborDirector, Advisor Services Business Consulting and Training, Schwab
  • Andrés Tapia, Global Diversity and Inclusion Strategist, Korn ferry

“This year, our featured speakers will focus on the metrics financial services organizations should be monitoring to hold themselves accountable for meeting their DEI goals,” said the center’s chief executive. DA Abrams, CAE. “Progress, big or small, is important to track year after year and ultimately defines the success of DEI initiatives within the financial planning profession.”

This year’s event will feature a series of thought leadership articles discussing specific DEI-related measures, tactics and best practices that companies have implemented to increase diversity and create an inclusive workplace.

The virtual career fair is focused on CFP® certification candidates who are women and people of color, connecting CFP® professionals, students and other qualified candidates with employers through video chats face to face.

More information about the Diversity Summit and Career Fair, including the agenda and speakers, is available on the CFP Board website. On the site, you can also:

The Certified Financial Planner Board of Standards, Inc. is a 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. . CFP’s Board of Directors, along with its Financial Planning Center, is committed to increasing public awareness of the CFP® certification and access to a diverse, ethical and responsible financial planning workforce. competent. Widely recognized by businesses as the standard in financial planning, the CFP® certification is held by more than 90,000 people worldwide. 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.

Related links