Sept. 10, 2024
September Forum: Technology and Wealth Management

April 15, 2024
Forum Spotlight: Broadridge

April 15, 2024
Forum: Retirement in America – Non-Advisor Roles

April 14, 2024
Forum: Retirement in America – Advisor Roles

April 14, 2024
Forum: Full April 2024 Program

Feb. 13, 2024
2024 Symposium Spotlight – BLX Internship Program (BLX)

Feb. 13, 2024
2024 Symposium Spotlight – Cetera Financial Group

Feb. 13, 2024
2024 Symposium Spotlight – The Externship

Feb. 13, 2024
2024 Symposium Spotlight – Designations: Accredited Investment Fiduciary (AIF)

Feb. 13, 2024
2024 Symposium Spotlight – Designations: Certified Financial Planning (CFP)

Feb. 13, 2024
Symposium 2024 Panel – What Students Need to Know

Feb. 13, 2024
Symposium 2024 Panel – Hidden Figures

Feb. 13, 2024
Symposium 2024 Panel – Beyond Math and Sales

Feb. 13, 2024
Symposium 2024 – Keynote Address

Feb. 13, 2024
Full Program: 2024 Diversitas Symposium

Nov. 14, 2023
Forum: The Future or Institutional segment of the 12 Tribes of Financial Planning Model

Sept. 13, 2023
Forum: Building Careers in Wealth Management – Traditional Careers

April 5, 2023
Forum: Building Careers in Wealth Management – Advisory Careers

Feb. 10, 2023
Session 2: Career Paths in Wealth Management

Feb. 10, 2023
Session 1: Busting the Myths

Feb. 10, 2023
Keynote Session: Navigating a Career in Wealth Management

Feb. 10, 2023
Full Program: 2023 Diversitas Symposium

Feb. 8, 2023
12 Tribes of Financial Planning Model

Feb. 6, 2023
Part 8: Wrapping up Financial Service Business Models and Job Opportunities

Feb. 6, 2023
Part 7: Section 3 of the Circle of Financial Planning

Feb. 6, 2023
Part 6: Section 2 of the Circle of Financial Planning

Feb. 6, 2023
Part 5: Section 1 of the Circle of Financial Planning

Feb. 6, 2023
Part 4: Description of 12 tribes of Financial Planning the Circle of Financial Planning

Feb. 6, 2023
Part 3: Background of 12 tribes of Financial Planning the Circle of Financial Planning

Feb. 6, 2023
Part 3: Background of 12 tribes of Financial Planning the Circle of Financial Planning

Feb. 6, 2023
Part 2: Why isn’t financial planning the biggest major on campus

Feb. 6, 2023
Part 1: Financial Service Business Models and Job Opportunities: Introduction

Nov. 17, 2022
Diversitas Forum Nov. 2022 – What I Wish I Knew about Networking for a Career in Wealth Management

Sept. 13, 2022
Diversitas Forum 2022 – What I Wish I Had Known: Before I Accepted My Wealth Management Internships

Nov. 16, 2021
Diversitas 2021 — Entire Event Replay

Nov. 5, 2021
Diversitas 2021 – Our Journey; Our Passion; Our Goal

Nov. 5, 2021
Diversitas 2021 – Setting Yourself Up for Success: Top Tips to Secure the Internship and/or Job of Your Dreams

Nov. 5, 2021
Diversitas 2021 – What I Wish I Had Known: A Crash Course on What to Ask, What to Know and What to Do

March 17, 2021
Improving Diversity and Inclusion in Financial Planning and Wealth Management

March 17, 2021
Systemic & Unconscious Bias in Financial Services and Ways to Move Forward

March 17, 2021
Building a Career in Wealth Management – A Student Interview of an Industry Executive