The NAPFA DEI Training and Certificate program aims to provide NAPFA members and other financial advisors resources and education around four specific DEI topics—culture, hiring practices, people, and inclusion.

This program was designed by financial advisors for financial advisors and was created so that participants could have a deeper understanding of how they can contribute to growing diversity, equity, and inclusion in the financial planning profession.

Objectives

• Equip NAPFA members with education around DEI topics.
• Provide resources to NAPFA members who are dedicated to increasing the diversity in the financial planning profession.
• Provide resources to NAPFA members to better service minority clients and communities.
• Educate NAPFA members on ways to include a more welcoming environment in their firms.

Format

After registering for the program, participants will receive access to four video modules. Each module should be viewed prior to the live workshop portion of the program. The videos are approximately three hours total in length. The live workshop portion will take place on May 10, 2023 in San Diego, CA, beginning at 1:00 pm PT and ending at 4:00 pm PT.

Registration

Member
$299

Non-Member
$399

Continuing Education (CE) Hours

The videos & live workshop are eligible for NAPFA credit. The videos are a total of three (3.0) NAPFA credits in DEI, and the workshop is three (3.0) NAPFA credits in DEI.

About the Program

Learn about the program's origin story from DEI Committee Co-Chairs John Eing, CPA, MBA, CFP® and Mindy Neira, CFP®, ChSNC®. If you have any questions about the program, please contact Nikki Palluzzi, CAE.

Congratulations to those who have completed the program! View a list of individuals here.