永利app官方下载多样性、股票 和包容倡议

The National Association of Personal Financial Advisors (永利app官方下载) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Through its long-range planning process, 永利app官方下载 identified encouraging and promoting inclusivity in the field as a strategic imperative for the association. This led to the creation of the Diversity & Inclusion Initiative and the formation of a steering committee to steward any associated activities.

This Initiative operates under the following directives.

任务

Create and innovate a culture of diversity, 股本, 和包容 within the financial planning profession.

愿景

Our mission is to be a beacon for DEI within the financial planning profession by building and strengthening relationships between industry professionals and the diverse 人口s.

Diversity, 股本, and Inclusion Programs

委员会

永利app官方下载 has a committee dedicated to fulfilling the mission and vision of the Diversity, 股本, 和包容倡议. For more information about the 委员会, please visit 这个页面. Review the DEI 委员会 Volunteer Guidelines 在这里.

永利app官方下载 DEI Training and Certificate Program

The 永利app官方下载 DEI Training and Certificate program aims to provide 永利app官方下载 members and other financial advisors resources and education around four specific DEI topics—culture, 招聘实践, 人, 和包容. 了解更多关于该程序的信息 在这里.

奖学金项目

The DEI initiative now sponsors several merit-based Diversity Scholarships for both 永利app官方下载 members and non-members to:

  • Attend a 永利app官方下载 National Conference (two are held per year, spring and fall):
  • Take the CFP exam or a CFP review course

For more information on the scholarship program, please visit 这个页面.

DiversiFi LinkedIn集团

DiversiFi is a virtual community dedicated to cultivating DEI within the financial planning profession. If you'd like to become a member and become part of this conversation, please 在这里访问团体.

在线研讨会

How Implicit Bias Impacts Conflict, and What You Can Do About It, 夸梅基督教

The Importance of Gender and Racial/Ethnic Diversity in Your Firm, 梅雷迪斯•琼斯

资源

永利app官方下载多样性、股票 and 包含工具包

The Initiative has compiled a Diversity, 股本 & 包含工具包, a resource meant to help 永利app官方下载 members and their firms make meaningful change in the DEI space. While conversations and education around DEI is a crucial step to improving understanding, 很明显,如果不采取行动, 真正的进步是无法实现的. This toolkit has both a written guide and a series of videos designed to help 永利app官方下载 members take action and access resources. To read more about it and access the written guide and video components, 访问这个页面.

Many organizations continue to do the important work of diversifying the financial planning profession and making it a more inclusive community for everyone. 永利app官方下载 encourages you to explore some of the programs and resources that other groups are doing.

财务规划中心

As consumer demand for financial advice grows, it is imperative that the financial planning profession work toward expanding and diversifying the ranks of financial planning professionals who can meet the needs of increasingly diverse consumers. However, based on self-reported data provided to CFP Board, less than 3.82人中的5%,000 CFP® professionals in the United States are Black or Latino, which is significantly less than the representation of Blacks and Latinos in the U.S. 人口.

To address this challenge and its root causes, the CFP Board 财务规划中心 commissioned a comprehensive research study in 2017 to identify the barriers to racial and ethnic diversity in the financial planning profession. 回顾一下这项研究 点击这里.

The CFP Board 财务规划中心 encourages firm leaders and CFP® professionals to read 财务规划 Career Paths: Building More Sustainable and Successful Businesses 并在你的网络中分享. The guide is designed to help employers attract and develop talented professionals while giving financial planners a roadmap for navigating their own financial planning careers. Establishing and communicating clear career paths is crucial to helping today’s professionals achieve their full potential and to attracting the next generation of talent our profession needs. 在这里下载指南.

Association of African American Advisors

The Association of African American Advisors (AAAA) vision is to be the leading organization for African American financial advisors by promoting meaningful networks among peers, sponsors and affiliated professionals. 致力于学习, 业务发展, 外展, 和支持, our members are empowered to advance themselves and the financial planning profession. 想了解更多,请 点击这里.

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