NAPFA的多样性,股本 & 包含项目

The National Association of Personal Financial Advisors (NAPFA) 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, NAPFA identified encouraging and promoting inclusivity in the field as a strategic imperative for the association. This led to the creation of the Diversity & 包含项目 and the formation of a steering committee to steward any associated activities.

This Initiative operates under the following directives.


Our mission is to create a more inclusive membership by becoming a beacon for diversity within the financial planning profession by building and strengthening relationships between financial planning professionals and the diverse 人口s they serve.


Our vision is to become the standard for diverse advisors. We will do so by creating and promoting programs for underserved professionals to participate in career development and enrichment opportunities and championing their success within the profession and the communities they live in.

多样性、股票 & 包含的项目


NAPFA has a committee dedicated to fulfilling the mission and vision of the 多样性、股票 & 包含项目. For more information about the 委员会, please visit 这个页面.


The DEI initiative now sponsors several merit-based Diversity Scholarships for both NAPFA members and non-members to:

  • Attend a NAPFA National Conference (two are held per year, spring and fall):

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

  • Take the CFP exam or a CFP review course

DiversiFi LinkedIn集团

DiversiFi is a virtual community dedicated to cultivating diversity, equity & inclusion within the financial planning profession. If you'd like to become a member and become part of this conversation, please 访问这里的小组.


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


NAPFA多样性、股票 & 包含工具包

The Initiative has compiled a 多样性、股票 & 包含工具包, a resource meant to help NAPFA members and their firms make meaningful change in the DEI space. While conversations and education around DEI is a crucial step to improving understanding, it's clear that without action, true progress cannot be achieved. This toolkit has both a written guide and a series of videos designed to help NAPFA 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. NAPFA encourages you to explore some of the programs and resources that other groups are doing.

Center for 财务规划

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 Center for 财务规划 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 Center for 财务规划 encourages firm leaders and CFP® professionals to read 财务规划 Career Paths: Building More Sustainable and Successful Businesses and share it within your networks. 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. 在此下载指南.

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. 有学习的决心, 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.