cb3 tertiary banner

Diversity, Equity & Inclusion

As the financial services industry evolves and changes, stay informed on how The College aims to lead advancements in diversity, equity, and inclusion.

ab3 resource grid
64 Results
knowledge hub
heart icon click to save

Diversity, Equity & Inclusion | Insights

Congratulations to our 2023 LPL Financial Scholarship Awardees

By Joellen Meckley, Lindsey Lewis

December 12, 2023

WWiW Attendee Group Photo
heart icon click to save

Diversity, Equity & Inclusion | Insights

2023 Women Working in Wealth SummitSM

March 10, 2023

American Flag
heart icon click to save

Diversity, Equity & Inclusion | Insights

Military Spouse Grateful for Center Scholarship

November 11, 2023

LGBTQ couple speaking with advisor
heart icon click to save

Diversity, Equity & Inclusion | On-Demand Webcasts

Pride: Financial Planning Considerations for Your LGBTQIA+ Clients

July 13, 2023

Margaret Bradshaw portrait
heart icon click to save

Diversity, Equity & Inclusion | Insights

Women Making History

March 29, 2024

Knowledge Hub Teaser Image
heart icon click to save

Diversity, Equity & Inclusion | Insights

How COVID-19 Has Impacted the Racial Wealth Gap

By Azish Filabi

March 10, 2021

Women speaking to class
heart icon click to save

Diversity, Equity & Inclusion | Insights

Kickoff Military Resource Group Consortium Lunch and Learn

March 05, 2024

Knowledge Hub Teaser Image
heart icon click to save

Diversity, Equity & Inclusion | Insights

COVID Exacerbates Financial Planning Issues in Underserved Communities

March 24, 2021

USA Cares logo
heart icon click to save

Diversity, Equity & Inclusion | Insights

USA Cares: Bringing Stability to Military Families in Crisis

December 01, 2023

Woman Working in Wealth Teaser Image
heart icon click to save

Diversity, Equity & Inclusion | Podcasts

Diversity and Inclusion in Financial Services with Sloane Ortel

By Lindsey Lewis

June 15, 2022

knowledge hub
heart icon click to save

Diversity, Equity & Inclusion | Insights

6 Expert Strategies For Advanced Special Needs Planning

By Lindsey Lewis

June 17, 2023

Knowledge Hub Teaser Image
heart icon click to save

Diversity, Equity & Inclusion | Research

Black America's Financial Wellness

February 24, 2021

Alisha Cook headshot
heart icon click to save

Diversity, Equity & Inclusion | Insights

The Future of Finance: Generation Z

March 07, 2024

Knowledge Hub Teaser Image
heart icon click to save

Diversity, Equity & Inclusion | On-Demand Webcasts

Financially Empowering Our Diverse World

November 19, 2021

WWIW group standing in front of Fearless Girl statue
heart icon click to save

Diversity, Equity & Inclusion | Insights

The Future of the Women Working in Wealth Community

By Lindsey Lewis

December 12, 2023

WWiW 2023 ward Winners
heart icon click to save

Diversity, Equity & Inclusion | Insights

Introducing the 2023 Women Working in WealthSM Award Winners

March 08, 2023

64 Results
CAAFP 2023 logo
heart icon click to save

Diversity, Equity & Inclusion | Insights

CAAFP 2023 Focuses on Reclaiming Black Wealth

October 16, 2023

Knowledge Hub Teaser Image
heart icon click to save

Diversity, Equity & Inclusion | Insights

ESG Investing Takes Center Stage

By Azish Filabi

May 17, 2023

Military veterans writing together
heart icon click to save

Diversity, Equity & Inclusion | Insights

Scholar Appreciation

March 12, 2024

Knowledge Hub Teaser Image
heart icon click to save

Diversity, Equity & Inclusion | Insights

Considering Tax Reform in Context of Emerging Wealth Gaps

By Steve Parrish

March 10, 2021