Breakout Session

Diversity in Financial Planning: Where We Are and Where We Must Go

Level of Complexity: Intermediate

Presenter(s)

• 

  Marilyn Mohrman-Gillis, ESQ

  Executive Director
  CFP Board Center for Financial Planning

Diversity is an issue that poses unique challenges for our profession and the Center for Financial Planning is working to convene stakeholders from across the profession to address it. This session will engage participants in an important conversation critical to the future of the profession. It will explore why diversity matters and the research-based view of the challenges facing financial planners and the causes attributed to the lack of racial diversity in financial planning. Also discussed are the actions firms and practitioners can take to address the lack of diversity in the profession.

Learning Objectives:

• Obtain a research-based understaniding of the challenges facing financial planners and the causes attributed to the lack of racial diversity in financial planning.
• Learn about resources available to prospective financial planners of color.
• Learn actions firms and practitioners can take to address the lack of diversity in the profession.