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firm Awards

These Diversity & Inclusion Awards focus on highlighting initiatives from companies that aim to boost the advice industry’s diversity and create a more inclusive environment for all.

Outstanding Practices have built businesses that foster diversity internally and recognize the importance of embracing a diverse clientele. Diversity Champions are companies that support advisory firms and have formal initiatives aimed at promoting diversity and inclusion.

Diversity Champion

CFP Board Center for Financial Planning

Association research center Employees:65 (at CFP Board) AUM:N/A

The CFP Board Center for Financial Planning was established in 2016 to address the lack of gender and racial diversity within the financial planning profession. To understand why certain populations are underrepresented, the center engaged Fondulas Strategic Research and its partner Focus Pointe Global to conduct a comprehensive research study to identify barriers on racial and ethnic diversity in the workplace.

This research will provide the foundation for the center's first-ever diversity summit, to be held in October 2018. Meanwhile, other center research inspired the Center's "I am a CFP® Pro" campaign, which engages and encourages young people — particularly women and people of color — to join the profession, by highlighting the benefits and dispelling misconceptions.

The Center is also administering two scholarship programs designed to help women and people of color pursue education for CFP® certification. To date, 20 scholarships have been awarded.

"It is essential that we secure a solid pipeline of future financial planners who are equipped with the knowledge and skills to ethically serve an increasingly diverse American public," said Marilyn Mohrman-Gillis, executive director, CFP Board Center for Financial Planning. "The Center has made significant headway, but this is a marathon, not a sprint."

Contact Marilyn Mohrman-Gillis, executive director, at mmohrman-gillis@cfpboard.org to learn more about the center's diversity and inclusion initiatives.

— Vanessa Drucker

Lifetime Achievement

Rising Stars

See it, Be it Role Models

Outstanding Practices

Diversity Champions

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