Faculty at the UGA-Griffin Campus will host a free mentoring symposium aimed at promoting diversity and the success of minorities in the financial planning field on April 5.
The inaugural Advising and Mentoring Minority Students for Success symposium is an opportunity for students, faculty, career influencers and leaders in the financial planning industry to exchange ideas, network and discuss ways to promote diversity.
“Industry experts, current students, alumni, career advisors and faculty will be on hand to mentor those who are interested in careers in financial planning,” said Sophia Anong, an associate professor in the department of financial planning, housing and consumer economics within the UGA College of Family and Consumer Sciences.
The symposium’s goals align with the ongoing diversity campaign of the Certified Financial Planner™ Board, which is spearheading efforts to increase women and ethnic minorities in the profession, Anong added.
Only 23 percent of the 80,000 CFP® professionals are women, and less than four percent are Hispanic, African-American or other ethnic minorities.
With only five percent of financial advisors under the age of 30, it’s also clear additional young talent is needed, said Effie Antonoudi, the Griffin campus faculty program coordinator in the department of financial planning, housing and consumer economics.
“Women, ethnic minorities, those with military backgrounds or interested in serving military families and those looking for a career transition are especially encouraged to attend,” Anong added. “Financial advisors from diverse backgrounds are encouraged to sign up to network and provide informal mentoring during the lunchtime roundtable discussions.”
The event will feature three main speakers: Mark DiGiovanni, founder and president of Marathon Financial Strategies and the southeast region ambassador of the CFP® Board; Phuong Luong of Just Wealth, LLC and member of the CFP® Diversity Committee; and Malik Lee of Felton & Peel Wealth Management, who will provide the keynote.
Lee is president-elect of Georgia’s chapter of the Financial Planning Association.
The event is supported by the UGA Office of Institutional Diversity and the CFP® Board of Standards based in Washington, D.C.
For more information and to register, click here