[CB3] DEPRECATED - Tertiary Banner

Representation

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
107 Results
Woman sitting on a rooftop with money signs around her
heart icon click to save

Representation Practice Management | Insights

The Rising Financial Power of Women

By Lindsey Lewis

March 20, 2025

Knowledge Hub Teaser Image
heart icon click to save

Representation | Research

Black Women, Trust and the Financial Services Industry

November 09, 2021

CAAFP 2024 conference attendees in the crowd
heart icon click to save

About The College Representation | Insights

CAAFP 2024 Recap: Expanding Our Collective Impact

August 23, 2024

WWiW workbook image
heart icon click to save

Representation | Insights

Women Working in Wealth℠ Workbook

September 25, 2023

Knowledge Hub Teaser Image
heart icon click to save

Representation | Research

Advisors’ Perceptions of Success Study

July 21, 2022

Generational black family meeting with financial advisor
heart icon click to save

Representation | On-Demand Webcasts

The Multi-Generational Wealth Planning Challenges That Face Your Clients

March 07, 2024

Photo of Land Dixon and CAAFP logo
heart icon click to save

About The College Representation | Insights

Lang Dixon, CLU®, and the Origins of CAAFP

August 16, 2024

Overhead view of mountains and city streets
heart icon click to save

Representation | Insights

Embracing Diversity in Financial Services

April 23, 2024

Shares Podcast Logo
heart icon click to save

Tax Planning Representation Wealth Management | Podcasts

A Deep Dive Into Tax-Informed Planning

By Michael Finke

November 04, 2024

Shares Podcast Logo
heart icon click to save

About The College Representation Retirement Planning | Podcasts

What’s Next in Lifelong Learning

By Jared Trexler

December 02, 2024

Female advisor meeting with a military service couple
heart icon click to save

Representation | On-Demand Webcasts

How Military Members Can Translate Their Skills Into Success

November 14, 2024

Challenging Gender and Racial Disparities
heart icon click to save

Representation | On-Demand Webcasts

Exploring the Wealth Gap and Strategies to Combat It

August 27, 2024

Phil Easton with two military servicemen
heart icon click to save

Representation | Insights

December Highlights from the Military Center

December 10, 2024

knowledge hub
heart icon click to save

Representation | Insights

Congratulations to our 2023 LPL Financial Scholarship Awardees

By Joellen Meckley, Lindsey Lewis

December 12, 2023