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Diversity & Inclusion

Diversity Summits

The CFP Board Center for Financial Planning launched in 2015 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 only 3.7% of all CFP® professionals. To address this issue head on, the Center hosts Diversity Summits that provide a platform for a discussion of initiatives that can advance racial diversity in the financial planning profession.


A Catalyst for Change

The Summits bring together firms, academic institutions, partner organizations and CFP® professionals in a collective effort to create a more diverse profession through research, case studies, best practices and actionable initiatives.

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The 2019 Diversity Summit, held in November 2019, brought together hundreds of professionals to focus on accountability — highlighting the leadership of firms, academic institutions and partner organizations to create a more diverse profession. During the Summit, the CFP Board Center for Financial Planning also released a new report showcasing the value workforce diversity has on business success in financial services.


The inaugural Diversity Summit

The Center’s inaugural Diversity Summit was held in 2018 at The Times Center in New York City. More than 300 leaders from financial services firms, academic institutions and non-profit organizations, as well as current and aspiring CFP® professionals, attended the seminal event. The agenda included presentations by distinguished speakers, personal reflections from CFP® professionals of color, and facilitated breakout sessions that allowed attendees to work side-by-side on solutions to the profession’s lack of diversity. The Center also issued a call to action to stakeholders to get involved in tackling the diversity challenge in the profession using research-based recommendations from its thought leadership paper.


The 2019 Diversity Summit brought together 300+ experts from financial planning and beyond to help create a more diverse profession. Check back soon for details and registration information for the 2020 Diversity Summit!