Access by Default: Why UDL Helps Everyone in Your Firm

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Includes a Live Web Event on 09/23/2026 at 10:00 AM (MDT)

Brought to you by the Neurodivergent Planners Knowledge Circle; Universal Design for Learning (UDL) started in classrooms, but its core idea is to design spaces that incorporate flexibility from the start to accommodate everyone's needs. This session covers practical UDL strategies neurodivergent planners can use to advocate for what they need, and that firms can adopt to make work better for the whole team.

Competency Level: Foundational
FPA Competency: Critical Thinking, Interpersonal Impact
CFP Board Topic: Practice Management
CFP Board CE Credit Hours: 0

Kimberly Watkins, Ph.D.

Kimberly Watkins, Ph.D.

Assistant Professor, Department of Financial Planning, Housing, and Consumer Economics

University of Georgia

Kimberly Watkins, Ph.D., is an Assistant Professor in the Department of Financial Planning, Housing, and Consumer Economics at The University of Georgia. Her research interests are financial well-being of marginalized populations and DEI in the financial planning profession. Dr. Watkins has published her research in peer-reviewed journals such as the Journal of Financial Planning, the Journal of Family and Economic Issues, the Journal of Financial Therapy, and Financial Planning Review. Her work has been recognized by the Academy of Financial Services, the American Council on Consumer Interests, and the Financial Therapy Association. As a neurodiverse individual, she strongly believes in making spaces where everyone can thrive and feel that they belong. 

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Access by Default: Why UDL Helps Everyone in Your Firm
09/23/2026 at 10:00 AM (MDT)  |  60 minutes
09/23/2026 at 10:00 AM (MDT)  |  60 minutes Universal Design for Learning (UDL) started in classrooms, but its core idea is to design spaces that incorporate flexibility from the start to accommodate everyone's needs. This session covers practical UDL strategies neurodivergent planners can use to advocate for what they need, and that firms can adopt to make work better for the whole team.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available