From Scarcity to Empowerment: The Next Big IDEA in Financial Advisory

Course Information

Earn: 1 NAPFA CE after viewing
Content Level: Intermediate
NAPFA Subject Area: A - Financial Planning Process

Course Description

The financial landscape is evolving, and financial advisors have the opportunity to lead this transformation. Inclusion, Diversity, Equity, and Accountability (IDEA) are no longer aspirational values but fundamental to building an equitable financial system. This session explores how financial advisors can integrate IDEA principles into their practice to serve diverse and historically underserved communities better. Financial advisors can help close the wealth gap and empower clients to build sustainable financial futures by providing access to the right tools and resources. Through personal insights and actionable strategies, this session will challenge advisors to rethink their approach and ensure that wealth creation is accessible to all.

Learning Objectives

Understand the evolving financial landscape and the critical role of Inclusion, Diversity, Equity, and Accountability (IDEA) in creating equitable financial systems.
Identify actionable strategies for financial advisors to help close the wealth gap and better serve underserved communities through inclusive financial planning.
Apply IDEA principles in financial advising to ensure equitable access to wealth-building opportunities for all clients, regardless of background.

Speaker

Densil Porteous

Densil Porteous is an executive, strategist, and advocate for inclusion and equity. As the CEO of Pride Fund 1, a venture fund supporting LGBTQ+ entrepreneurs and ventures, and Executive Director of Stonewall Columbus, he works at the intersection of community advocacy and economic empowerment.

With a background in strategic leadership, marketing, and nonprofit management, Densil has dedicated his career to fostering diverse, inclusive ecosystems where individuals can thrive. His expertise spans venture capital, social impact investment, and organizational leadership, making him a sought-after speaker on Inclusion, Diversity, Equity, and Accountability (IDEA).

Densil has spoken at leading conferences, including the Eradicate Hate Global Summit, and serves on multiple advisory boards advancing equity and innovation. He is passionate about empowering underserved communities.

Summary

Availability:

On-Demand

Release on Jun 11, 2025 12:00 AM Central Daylight Time
Access expires on Dec 31, 2026

Cost:

FREE

Credit Offered:

1 NAPFA CE Credit

Create Account