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​​As the diversity and inclusion discussion continues, FPA will serve as your guide to resources, webinars and more.

Resources:

2018 Diversity Holidays.pdf Your one-stop reference for all diversity observances, recognitions and dates. Whether utilizing this for personal, professional or chapter list, this comprehensive document provides substantial opportunities to bring the diversity and inclusion discussion/celebration to your community. 

Michael Schiele.jpgThe New Case for Diversity​: Article written by previous FPA Diversity Committee member Michael Schiele for distribution to FPA chapter leaders in 2015. The goal is to provide them with guidance and resources, and to encourage them to share the information with chapter members. 

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2014 Diversity Toolkit​: Previous FPA Diversity Committee Chair, Alan Hiss​, walks us through a comprehensive presentation discussing the state of diversity and inclusion in the United States and how financial planners can use this knowledge to better understand and serve their clients.  ​​

2012 Diversity Software Functionality for Financial Planners: Read this executive summary to see what financial planners are saying about current financial planning software and how/if it meets the needs for those planning for unmarried couples.

Webinars:​​

​​​​​​​- Diversity in America & Its Impact on Financial Planning: ​Successfully representing diversity is a significant and

Somal.jpgcomplex educational undertaking. Over the past few decades, leaders have started to embrace diversity because the business world has become more global. The practice of work is now more team focused. Today, the United States is experiencing a profound demographic and economic shift in terms of age, gender, and race. Our country and global population is aging disproportionally. The emergence of women in terms of leadership, entrepreneurship, and innovation is indisputable; women are an essential and integrated part of the American economy. The children of our increasingly diverse population represent America's newest chapter of assimilation, progress, and opportunity.​ Join FPA Diversity Scholarship winner Sameer Somal, CFP®​, for this session. 

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​LGBT Retirement Planning: Join 2015 FPA Board Member and former chair of the FPA Diversity Committee Stuart Armstrong, CFP®​, CLU®, ChFC, CLTC, ADPA®​, for a condensed version of his presentation from FPA's Annual Conference - BE Boston 2015. With marriage available now to LGBT couples in all 50 states, where do we stand now, what’s changed and how can you guide these clients forward? Stuart Armstrong will provide you key updates related to the recent June 2015 US Supreme Court decision, how it built on the SCOTUS Windsor decision of 2013, and what should be on your To Do list to guide these clients as effectively as possibly. This session will also cover key planning points for those who are not yet married but may now be considering marriage and the financial planning implications.​

- ​Leveraging Diversity and Inclusion in the Growth of Your Practice: The changing demographics of the United States present new opportunities for those who weave diversity & inclusion (D&I) strategies into their long-term business plans. Join presenter Alan Hiss to hear about the changing dynamics of D&I, how it can benefit your business, and how to jump start a diversity talent pipeline.

Diversity and Inclusion at FPA national conferences:​

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The Business of Diversity educational track at FPA Experience 2013 taught practitioners how to grow and sustain their business by engaging diverse populations, refining service delivery processes, working with niche markets, and bridging expectations between firms and clients.

FPA Diversity Summit 2012: Communicating for a Diverse Tomorrow - Diversity Management in your Financial Planning Practice

FPA Diversity Summit 2011: Making a Business Case for Diversity and Inclusion