Cultural Competencies for Planners who Serve Diverse Clients/Communities - NAPFA and CFP Credit

Cultural Competencies for Planners who Serve Diverse Clients/Communities - NAPFA and CFP Credit


Miranda Reiter

Member: $49.00
Non-Member: $69.00Your price

Published: 10/15/2021 5:00:00 AM

Recorded at the NAPFA Fall 2021 National Conference. Session recording available until October 14, 2022.


This session will discuss cultural competencies that may be important for financial planners who serve diverse communities. The topics discussed will include what cultural competencies are and why they are important to your practice and your clients. This session will give you guidance on skills that you can develop and practice to effectively communicate with those who might share a different culture than your own. Mastering cultural competencies can be a win-win for both you and your clients!

Learning Objectives:

  • Understand what cultural competencies are and why they matter to their financial planning practice.
  • Discover the advantages of mastering cultural competencies and the disadvantage of not mastering them.
  • Learn how to apply newly acquired information to help them effectively communicate with clients in their practice who share a different culture their own.

Speaker Bio:

Dr. Miranda Reiter, CFP® is an Assistant Professor at Texas Tech University. Before her career in academia, she founded a financial planning firm focused on women's financial wellbeing and worked as a financial planner and banker at several Fortune 500 firms. Her financial advice has been quoted in popular media outlets such as The BBC, US News, USA Today, and Forbes.

Dr. Reiter has recently received recognition for her work in financial planning including: 2020 Omicron Nu Research Fellowship, 2020 Center for Financial Security Junior Scholar (University of Wisconsin-Madison), 2019 Financial Planning Association (FPA) Best Research Award, 2019 40 Under 40 Award (InvestmentNews), and the 2018 FPA Diversity & Inclusion Scholarship.

Her research interests are race, gender and diversity in financial planning. She has recently published research in the Journal of Financial Planning, the Journal of Financial Therapy and the Family and Consumer Sciences Research Journal.

1 NAPFA CE in J – Communications will be posted in your NAPFA CE record after successful completion of the associated quiz. In addition, NAPFA will upload your self-study credit to the CFP Board of Standards within 2 weeks.

After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.