NAPFA Diversity, Equity and Inclusion Initiative

全国个人理财顾问协会(NAPFA)是全国领先的收费理财顾问专业协会，这些顾问是训练有素的专业人士，致力于为他们所服务的人的最大利益而工作.

Through its long-range planning process, NAPFA确定鼓励和促进该领域的包容性是协会的一项战略任务. This led to the creation of the Diversity & “共融倡议”及成立指导委员会，管理相关活动.

This Initiative operates under the following directives.

Mission

Create and innovate a culture of diversity, equity, and inclusion within the financial planning profession.

Vision

我们的使命是通过建立和加强行业专业人士与不同人群之间的关系，成为DEI在财务规划专业领域的灯塔.

Diversity, Equity, and Inclusion Programs

Committee

NAPFA有一个委员会致力于实现多样性的使命和愿景, Equity, and Inclusion Initiative. For more information about the Committee, please visit this page. Review the DEI Committee Volunteer Guidelines here.

NAPFA DEI Training and Certificate Program

NAPFA DEI培训和证书计划旨在为NAPFA成员和其他财务顾问提供围绕四个特定DEI主题-文化的资源和教育, hiring practices, people, and inclusion. Learn more about the program here.

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

Scholarship Program

DEI倡议现在为NAPFA成员和非成员提供几个基于成绩的多样性奖学金，以便:

  • Attend a NAPFA National Conference (two are held per year, spring and fall):
  • Take the CFP exam or a CFP review course

For more information on the scholarship program, please visit this page.

NAPFA DEI Initiative Facebook Group

这个小组是一个虚拟社区，致力于在财务规划行业培养DEI. If you'd like to become a member and become part of this conversation, please visit the group here.

Webinars

Mentorship

DEI倡议指导计划的目标是在导师/徒弟关系的帮助下，为NAPFA中代表性不足的成员提供结构化的职业发展机会.

Objectives:

  • 为来自弱势群体的NAPFA成员创造一个友好的环境，以促进专业关系
  • 保持一个支持性的空间，NAPFA成员可以在指导框架内分享挑战和解决这些障碍的策略
  • 帮助NAPFA成员通过我们的社区改善财务规划专业，同时在整个过程中接受我们的差异
  • Connecting members based on the differences that ultimately make us stronger, to create a more inclusive and diverse profession
  • To empower and encourage NAPFA members to strive for excellence

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NAPFA DEI Training and Certificate Program


NAPFA DEI培训和证书计划旨在为NAPFA成员和其他财务顾问提供围绕四个特定DEI主题-文化的资源和教育, hiring practices, people, and inclusion.

这个项目是由财务顾问为财务顾问设计的，目的是让参与者更深入地了解他们如何为日益增长的多样性做出贡献, equity, and inclusion in the financial planning profession.

Articles

Honoring Diversity Through Food

The NAPFA DE&我的委员会很高兴能提出食谱和饮食的想法，以庆祝不同的文化和信仰. 该项目的目标是鼓励和促进行业内的包容性, 并强调我们希望服务的当前和未来理财客户的独特和多样化背景. 这些食谱不仅美味可口，而且还能让人们了解美国各种庆祝活动的传统和起源.S. and around the world. Follow NAPFA on to get weekly updates.

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Resources

NAPFA Diversity, Equity and Inclusion Toolkit

The Initiative has compiled a Diversity, Equity & Inclusion Toolkit, 该资源旨在帮助NAPFA成员及其公司在DEI领域做出有意义的改变. 而围绕DEI的对话和教育是提高理解的关键一步, it's clear that without action, true progress cannot be achieved. 该工具包包括书面指南和一系列视频，旨在帮助NAPFA成员采取行动并获取资源. To read more about it and access the written guide and video components, visit this page.

许多组织继续做着重要的工作，使财务规划行业多样化，使其成为一个对每个人都更具包容性的社区. NAPFA鼓励你探索其他团体正在做的一些项目和资源.

Center for Financial Planning

As consumer demand for financial advice grows, 财务规划行业必须努力扩大和多样化财务规划专业人员的队伍，以满足日益多样化的消费者的需求. However, based on self-reported data provided to CFP Board, less than 3.5 percent of all 82,000 CFP® professionals in the United States are Black or Latino, 这比美国黑人和拉丁裔的比例要低得多.S. population.

To address this challenge and its root causes, CFP董事会财务规划中心于2017年委托进行了一项bet5365首页手机版下载研究，以确定财务规划行业中种族和民族多样性的障碍. To review this research click here.

CFP董事会财务规划中心鼓励公司领导和CFP®专业人士阅读 财务规划职业道路:建立更可持续和成功的企业 and share it within your networks. 该指南旨在帮助雇主吸引和培养有才能的专业人士，同时为理财规划师提供指导自己理财规划职业的路线图. 建立和沟通清晰的职业道路对于帮助当今的专业人士充分发挥其潜力以及吸引我们行业所需的下一代人才至关重要. Download the guide here.

Association of African American Advisors

非裔美国人顾问协会(AAAA)的愿景是通过在同行中促进有意义的网络，成为非裔美国人财务顾问的领导组织, sponsors and affiliated professionals. With a commitment to learning, business development, outreach, and support, 我们的会员有权提升自己和财务规划专业. To learn more, please click here.

Financial Literacy Resources for Black and African American Students

BestColleges为黑人学生创建了一个bet5365首页手机版下载财务知识资源指南. The guide provides information on budgeting, saving, and investing, 以及专门为黑人学生提供奖学金和助学金的资源. BestCollege认为，这些信息对于让黑人和非裔美国学生掌握自己的财务未来至关重要. Learn more