December 2023

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FARE News & Updates

Congratulations to the 2023 FARE HBCU Scholarship Award Recipients

The Financial Alliance for Racial Equity (FARE) launched its inaugural HBCU Scholarship Program in September 2023, and aims to assist students from Historically Black Colleges and Universities (HBCUs) in preparing for future careers in the financial services industry. The scholarship offers financial aid to cover the costs associated with the Securities Industry Essentials (SIE) exam – a crucial initial step in launching a career in financial services.

Congratulations to the 2023 scholarship award recipients, each of whom has articulated compelling reasons for how success in the Securities Industry Essentials (SIE) exam will pave the way for their future achievements. These recipients not only exemplify academic excellence but also embody the spirit of FARE’s mission to foster a more diverse, equitable, and inclusive financial services industry. Their stories underscore the tangible impact of the FARE HBCU Scholarship Program in empowering talented individuals to pursue and attain success in their financial services careers. Special thanks to our FARE Transform Elite members Franklin Templeton, Nationwide, and RBC Wealth Management for sponsoring this scholarship program!

Scholarship Recipients pictured left to right: (Top Row) Bilal Abdur-Rahim, NaKyla Comer, Aldean Hunter, Destney Johnson, Alexander Jones-Thomas, Deborah Kamuelyu, Shanita Weeden, (Bottom Row) Dylan Leferink, Jordan McMillan, Chinazam Okafor, Donovan Okyere, JeMel Rankins, Kennedy Reid & Nylan Taylor.

CFP® Board Celebrates 50 Years of CFP® Certification

The CFP® Board commemorated 50 years of CFP® certification on December 6, at the National Museum of African American History and Culture in Washington, D.C., with all proceeds supporting the LeCount R. Davis, CFP® Endowed Scholarship and the Women’s Initiative (WIN) Endowed Scholarship. Thank you to the CFP® Board for their unwavering commitment to making the financial planning and financial services field more inclusive.

Click below to read Kristi Rodriguez’s high-level takeaways for FARE mentees and to view photos from the session.

CFP® Board Hosts 6th Annual Diversity Summit Advancing Inclusion in Financial Planning

The recent CFP® Board Center for Financial Planning Diversity Summit, held in November, brought together industry leaders to promote diversity in the financial planning profession, aligning with the Center’s vision of ensuring widespread access to competent and ethical financial planning advice. The summit featured initiatives and best practices from financial services firms, academic institutions, and think tanks, highlighting efforts to advance racial, ethnic, and gender diversity in the financial planning workforce.

Click below to read Kristi Rodriguez’s high-level takeaways for FARE mentees and to view photos from the session.

CFP® Board Virtual Diversity Career Fair Highlights

FARE members Franklin Templeton, Osaic and RBC Wealth Management participated in the CFP® Board Virtual Diversity Career Fair in November. Osaic is pleased to have met Liana Barakat at the career fair and she has found success within their organization. Liana will be assisting Osaic clients as a subject matter expert in financial planning. Her areas of expertise include, but are not limited to, tax and estate planning as well as retirement and income planning.

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