Preconference Workshop: DEI Training & Certificate Program
October 30, 2024 | 1-4 PM
The NAPFA DEI Training and Certificate program aims to provide NAPFA members and other financial advisors with 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.
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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.
Introduction by Dr. Ryan Warner
Facilitated by members of the NAPFA DEI Committee
Format
After registering for the program, participants will receive access to four video modules. Each module should be viewed prior to the live workshops portion of the program. The videos are approximately three hours total in length.
Continuing Education (CE) Hours
The program is 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 Spencer Bone.
How to Register:
Member: $299 | Non Member: $399
Register for Conference and Preconference:
- Begin the registration process here, scroll down and select Register Online
- Select the registration type and click Start Registration.
- Select the registration level, fill out the required fields, and click Next Step.
- Select the appropriate preconference session, then click Next Step.
- Add guests, if applicable, and complete the checkout process.
Add to an Existing Registration:
- Log in to your NAPFA account and go to the Member Portal.
- Click My Account and then My Events.
- Find the NAPFA Fall 2024 National Conference and click View/Edit Details.
- Select the Edit button next to your name.
- Navigate to the Sessions section, choose your desired items, and proceed to Checkout and Pay.