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Individuals who promote diversity in financial planning gain access to the annual conference of financial planning professionals.

DENVER – September 24, 2012 – The Financial Planning Association® (FPA®) announced its 2012 Diversity Scholarship winners, recognizing professionals who are working to encourage diversity in the financial planning profession. The merit-based scholarship recipients earn one-year FPA membership and free registration and travel expenses to FPA Experience 2012 being held in San Antonio, Texas, Sept. 29 – Oct. 2.

“FPA recognizes the benefit in uniting professionals from diverse personal experiences, compensation models, educational backgrounds, and regions around common goals and standards to build our profession” said Lauren Schadle, CAE, FPA COO/executive director. “The FPA Diversity Scholarship represents thought leaders and innovators in their efforts to increase awareness of the benefits of providing a diverse financial planning profession that reflects the clients that financial planners serve.”

The scholarship is awarded to financial services students and professionals willing to demonstrate and act upon an intense desire to promote diversity in the financial planning profession.

The FPA Experience 2012 FPA Diversity Scholarship recipients are:

  • Audry Batiste, CFP®, EA, PMP, from North Las Vegas, Nev.
  • Sharif Small from Gwynn Oak, Md.
  • Sameer Somal, CFP®, CFA, CAIA, from Berwyn, Pa.

Criteria for applicants include demonstrating and acting upon an intense desire to affect the diversity of the financial planning profession, including but not limited to:

  • Raising awareness of the profession in diverse communities; 
  • Serving diverse communities with financial planning; and
  • Increasing professional opportunities for diverse communities within the financial planning profession. 

The Diversity Scholarship Program is sponsored by the FPA Diversity Committee, who also chose the winners. Their mission is to develop strategies to raise awareness and promote inclusiveness of diverse communities including but not limited to: age, race, ethnicity, gender and sexual orientation in the financial planning profession. FPA strives to increase professional opportunities for the widest spectrum of people so that all may join and thrive in the financial planning profession.