2019 Diversity Summit

Event Details

2019 Diversity Summit

  • Dates: November 13, 2019
The CFP Board Center for Financial Planning invites thought leaders within and outside the profession to attend the 2019 Diversity Summit, scheduled for November 13, 2019, at the J.W. Marriott in Washington, D.C. 

The Summit builds on the success of last year’s convening with a focus on Accountability, highlighting what key stakeholder groups are doing to create a more inclusive profession based on the Center’s research-based recommendations. The event will feature case studies, best practices and the release of a comprehensive new report showcasing why a diverse workforce is important for both the profession and financial planning firms.

We are seeking participation from firm executives, leaders from CFP Board Registered Programs, experts in diversity and inclusion, influencers at key organizations that can reach diverse populations, financial planning practitioners and students. We encourage you to register early for this thought-provoking event since we are expecting another high turnout this year. 

Register to Attend

  • Release of comprehensive report showcasing why a diverse workforce is important for both the financial planning profession and financial planning firms
  • CFP® Pro Talks featuring personal reflection
  • Case studies from successful diversity initiatives
  • Executive roundtable
  • Facilitated breakout groups
Who Will Attend
  • 300+ thought leaders in financial planning and beyond:
    • Executives from financial services firms
    • Program directors from colleges and universities with financial planning programs
    • Influencers at key organizations that can reach a diverse population
    • Experts in diversity and inclusion
    • Financial planning practitioners
    • Media
For more information, visit the event website