NAPFA DEI Training and Certificate Program

The NAPFA DEI Training and Certificate program aims to provide NAPFA members and other financial advisors 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.

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.

About the Program

Please contact membership@amarillasloschillos.net with any questions.