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.

Latest News

Jan
05
2022
Diversitas Symposium – What You Missed
Diversitas Symposium – What You Missed Couldn’t join us for the live event? We’ve got you covered. This past November, we held the fifth annual Diversitas symposium. It’s hard to believe it’s already been five years – it’s true when they say time flies when you’re having fun! With every new symposium, we gain new [...]
Posted in: Diversitas Symposium,
Dec
20
2021
Why I Became a Financial Planner with Dr. Barry Mulholland
Why I Became a Financial Planner with Dr. Barry Mulholland Dr. Barry Mulholland, Ph.D., the lead organizer of Diversitas and The University of Akron’s director of financial planning, spoke with The Why I Network about why he became a financial planner. You can listen to his interview with host Kojo Thompson here LISTEN Dr. Mulholland [...]

Past Event

November 3, 2021
Diversitas Symposium
National Virtual Event

Registration is closed

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