Diversity, Equity, and Inclusion
Fostering an inclusive and equitable financial planning profession.
This space nurtures connection, education, and support among professionals striving to understand and implement DEI principles in their practices.
Why It Matters
Embracing diversity, equity, and inclusion is essential for the growth and integrity of the financial planning profession. Explore these concepts, experiences, and strategies to create a more inclusive environment for both professionals and clients.
Key Focus Areas
Understanding DEI Principles
Core concepts of diversity, equity, and inclusion and their relevance to financial planning.
Implementing Inclusive Practices
Learn about strategies and best practices for creating inclusive environments within your organization and client interactions.
Collaborative Learning
Enhance your understanding and application of DEI principles.
Search DEI Content
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April is Autism Acceptance Month – join us to celebrate with a discussion on all things Autism & financial planning!
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Join us for an insightful and empowering panel discussion that delves into women's unique experiences, challenges, and triumphs in the financial advisory sector.
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Please join the African American Knowledge Circle on February 22nd at 2 pm ET for the February FPA DEI Learning Series as we celebrate Black History Month.
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Explore the powerful features and benefits that ABLE accounts offer to Special Needs Families.
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Join Otto Rivera, CFP®, for World Autism Awareness Month, as he continues his discussion from the April DEI Learning Series and discusses more about his rewarding experience raising a child in the autism spectrum and shares more of the personal and financial planning challenges he has met.
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In celebration of Pride Month, Knowledge Circle host Jim Marrocco, CFA, CFP® will moderate a discussion group.
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Otto will talk about his rewarding experience raising a child on the autism spectrum and share the personal and financial planning challenges he's encountered.
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Women have changed the world with their ideas and their public voices, speaking out forcefully — by the thousands — on politics, social concerns, culture, and other issues of their day, even though the history books have overlooked them.
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Please join the African American Knowledge Circle for an open discussion about where things are and where they're going for the Black advisor community.
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Increasing diversity in a company or industry isn’t merely the “right thing to do”, it’s essential to the life and health of a business.
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