Welcome to CFP Board Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. CFP Board is the professional standard-setting body for more than 84,000 CFP® Professionals nationwide! In each episode, CFP Board discusses the latest in the financial planning profession, takes a deep dive into a key topic, and answers your questions about financial planning.

 

Jocelyn Wright is the Special Advisor for Gender Diversity for the Center for Financial Planning.

 

Key Takeaways

[:30] Dan Drummond welcomes Jocelyn Wright, CFP® and asks her to share a little bit about her experience and background.

[4:40 ] One important aspect of diversity in the financial planning workforce relates to the objective of providing all Americans with financial planning services. Representation is important both in terms of relationship building and relatability.

[6:13 ] Jocelyn touches on two diversity initiatives from the Center for Financial Planning: the women’s initiative was the first real step into gender diversity, and the workforce re-entry program geared at preventing the chutes-and-ladders effect.

[9:27 ] In 2018, the Center for Financial Planning held its first-ever Diversity Summit in New York; it was a great success! Jocelyn touches on the coming November 2019 Diversity Summit in Washington, DC.

[11:50 ] Dan asks Jocely to share her thoughts on the barriers that women and people of color may be facing in terms of getting into the financial planning profession, as well as some solution ideas.

[12:50 ] Jocelyn and Dan talk about compensation models.

[15:43 ] Dan asks Jocelyn if she has any call to action for listeners who want more information or want to get involved.

 

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Join us next time for another edition of Certificant Connections.

 

Mentioned in this episode

Center for Financial Planning

2018 Diversity Summit

 

Bios

Dan Drummond is the Director of Communications of Certified Financial Planner Board of Standards, Inc. (CFP Board).

 

Jocelyn Wright, MBA, CFP®, is the Founder and CEO of Ascension Wealth Management LLC, and the Special Advisor for Gender Diversity at the Center for Financial Planning of Certified Financial Planner Board of Standards, Inc. (CFP Board).