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5th Annual Diversity Summit and Virtual Career Fair

IMPACT – Advancing DEI in the Financial Planning Profession

October 27 - 28, 2022

Join us for the 5th Annual Diversity Summit on October 27, 2022, in person, focused on actionable solutions to advance diversity in financial planning. The theme of this year’s summit is IMPACT – Advancing DEI in the Financial Planning Profession.

The event will also feature a Virtual Diversity Career Fair on October 28 connecting employers with qualified candidates, including current and aspiring CFP® professionals, with special focus on women and people of color.


  • Ronald J. Adams
    Vice President, Field Diversity & Inclusion, Northwestern Mutual
  • Nandita Das, Ph.D., CFA®, CFP®, EA, RICP®
    CFP Board Registered Program Director & Professor of Finance, Delaware State University
  • Kamila Elliott, CFP®
    President, Collective Wealth Partners & CFP Board Chair
  • Crystal Hardie-Langston, MBA
    Principal & Chief Diversity Officer, Human Resources, Vanguard
  • Rachel J. Robasciotti
    Founder & CEO, Adasina Social Capital
  • Andy Sieg
    President, Merrill Lynch Wealth Management
  • Andrés Tapia
    Senior Client Partner & Global Diversity & Inclusion Strategist, Korn Ferry

Learn more about the Center for Financial Planning's diversity initiatives.

For information on sponsorship opportunities, contact D.A. Abrams, CAE, Managing Director, CFP Board Center For Financial Planning, or 202-379-2270.

View the 2022 Diversity Summit "Save the Date" Flyer

Further details, speakers and an agenda for the event will be posted here when it is available.