Advancing DEI in Your Firm & the Profession-Slides

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This document is a summary of a NAPFA (National Association of Personal Financial Advisors) webinar titled "Advancing DEI in Your Firm & the Profession," presented by John Eing, CFP®, CPA, MBA. The webinar aims to educate participants on the importance of diversity, equity, and inclusion (DEI) in the financial planning industry.<br /><br />The webinar starts with an introduction to the speaker and the value of the session for participants. The learning objectives of the session are also provided: understanding the definitions of diversity, equity, and inclusion, learning key components of DEI at the firm level (culture, hiring practices, people, and inclusion), and how participants can contribute to advancing the DEI initiative within their own firms and the financial planning industry.<br /><br />The session covers various topics related to DEI, including the definitions of diversity, equity, and inclusion. Diversity encompasses differences in age, national origin, religion, ability, gender identity, socioeconomic status, marital status, language spoken, and physical appearance. Equity focuses on fair treatment, access, opportunity, and advancement for all, while inclusion is about creating a place where everyone is welcome and supported.<br /><br />The session also highlights key components of DEI at the firm level. This includes building a culture of DEI that starts at the top, reviewing and adjusting hiring practices to promote diversity, and fostering inclusive leadership. The importance of inclusion is emphasized, as it goes beyond diversity and positively impacts factors such as job satisfaction, productivity, and problem-solving within an organization.<br /><br />Additionally, the session discusses how participants can advance DEI initiatives within their own firms and the financial planning industry. Suggestions include starting conversations about shared outcomes, getting support from senior leadership, hiring consultants to assess DEI practices, reviewing company policies and language, establishing and tracking DEI goals, and promoting cultural competency.<br /><br />The session concludes by highlighting various resources and initiatives within the financial planning industry that support DEI, such as the Association of African American Financial Advisors, NAPFA's DEI Steering Committee, and internships like BLX Internship.<br /><br />Overall, the webinar provides valuable insights into advancing DEI in the financial planning industry and offers practical steps that participants can take within their own firms and the broader profession.
Keywords
NAPFA webinar
Advancing DEI
diversity
equity
inclusion
financial planning industry
culture
hiring practices
inclusive leadership
DEI initiatives