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About Diversitas

Diversitas aims to make the financial planning profession and the wealth management industry more inclusive through education, mentorship, and human connection. We seek to expand the participation of underrepresented groups in the profession and the industry by mitigating the leading barriers to entry – a lack of education, understanding and awareness.

Individuals Attended
Resources
Partner Universities
Corporate Sponsors

Events

We hold virtual and in-person financial planning and wealth management events throughout the year to share research and improve professional opportunities for all genders, races, and cultures.

Resource Library

The Diversitas resource library includes videos, articles, and research. To access the content, please submit your contact information.

PartnerU

Understanding the importance of diversity in both the workplace and in the classroom, our Partner Universities are helping to nurture a more inclusive future.

Sponsors

Our unsung heroes are the reason we are able to make Diversitas happen. These financial experts are leading the charge for representation in the industry.

Insights from Diversitas

2022/2023 Events

 

Interim: Monday, September 12, 2022 2:00 – 3:00 pm ET


Interim: Monday, November 14, 2022 2:00 – 3:00 pm ET


Main: Wednesday, February 8, 2023 12:00 – 3:00 pm ET


Interim: Monday, April 3, 2023 2:00 – 3:00 pm ET

Students

Are you interested in a career in financial planning? Find out if you would thrive in this type of industry. Learn More

Career Influencers

Just like building a house, building diversity in the financial planning and wealth management industry requires a strong foundation. Learn More

Professionals

Creating real change takes leaders who are willing to put in the hard work. Learn More

The Resource Library

The resource library includes videos, articles, and research. Enjoy these complimentary resources by submitting your contact information.

Partner Universities

Join The Conversation about Diversitas

Follow along with our hashtag: #DiversitasFP

Careers