CFP Board Center for Financial Planning 2018 Diversity Summit

Event Details

CFP Board Center for Financial Planning 2018 Diversity Summit

  • Dates: October 23, 2018
The CFP Board Center for Financial Planning's 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 advance diversity and inclusion in the profession.


October 23, 2018, 8:00 am – 5:00 pm, at The Times Center in New York City


  • Release of Center’s Thought Leadership Paper, developed by the Center in consultation with its Diversity Advisory Group, highlighting findings from its comprehensive research on the underrepresentation of blacks and Latinos in the financial planner workforce, and research-based solutions to create a more diverse and inclusive profession
  • Keynote presentations from distinguished speakers
  • Personal reflections on barriers and opportunities from CFP® professionals
  • Facilitated breakout groups
Learn more and register to attend


The Center is inviting financial firm executives with responsibilities related to diversity and inclusion, leaders of “influencer” organizations that can reach diverse populations, and practitioners interested in advancing diversity in the profession to attend the Summit. If you know of individuals who fit this bill, please refer them to Eddy Demirovic at