
Neurodivergent Planners Knowledge Circle
A community for neurodivergent financial planners and their allies.
The Neurodivergent Planners Knowledge Circle is a dedicated community within FPA that brings together financial planners who identify as neurodivergent and their allies. This is a welcoming space where professionals connect, learn, and collaborate to foster a more inclusive and neurodiverse financial planning community.
Why It Matters
Neurodivergent individuals—including those with autism, ADHD, dyslexia, and other neurological differences—bring unique perspectives and strengths to the financial planning profession. This Circle empowers planners to understand and apply inclusive practices, share success strategies, and support one another in creating a more equitable profession.
Key Focus Areas
Embracing Neurodiversity in Financial Planning
Explore strategies for creating inclusive practices that recognize and leverage the strengths of neurodivergent professionals and clients.
Navigating Professional Challenges
Share experiences and solutions related to workplace accommodations, communication styles, and career development for neurodivergent planners.
Serving Neurodivergent Clients
Develop skills to understand and address the unique financial planning needs of neurodivergent individuals and families.
Get Connected
Join your peers in the Neurodivergent Planners Knowledge Circle and take part in discussions, knowledge sharing, and professional growth. Open to all FPA Members.
Looking for more ways to connect? Explore all of FPA’s Knowledge Circles and find the communities that resonate with you.
Upcoming Live Neurodivergent Planners Knowledge Circles
On-Demand Neurodivergent Planners Knowledge Circle
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Guest speaker Naomi Hill will discuss how to create workplace environments that are more inclusive and supportive of neurodivergent individuals, helping them thrive in our industry and beyond.
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- Non-member - $29
- Member - Free!
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Guest speaker Aaron Coates will share his Neurodivergent self-discovery journey and how it has helped him in his financial planning career and even to visualize the concept of FPA NexGen that has impacted thousands of financial professionals since its founding.
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- Non-member - $29
- Member - Free!
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Brought to you by the Neurodivergent Planners Knowledge Circle: Adults with ADHD, an estimated 8-10 million people, face elevated risks to their financial well-being yet are underserved by the financial profession.
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Tired of one-size-fits-all financial plans?
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- Non-member - $29
- Member - Free!
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Guest speaker David Dewitt will talk to us about his Financial Planning practice specializing in working with individuals with ADHD.
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- Non-member - $29
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Guest presenter Amy Leis will talk about how neurodivergent individuals can effectively learn, structure their time and work environment to have a successful financial planning practice/career.
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- Member - Free!
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We will be joined by Chet Bennetts Chet will be sharing insights about his journey as a neuro-diverse individual and how it has influenced his career as a financial and education professional.
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- Non-member - $29
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In this session Mindy Neira will address how to thoughtfully ask clients questions about their disability and medical conditions and the top planning considerations.
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- Non-member - $29
- Member - Free!
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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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- Non-member - $29
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