The ABC of Professional Designations

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The ABC of Professional Designations

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Urban Financial Services Coalition invites you to a special session entitled “The ABC of Professional Designations – What You Need to Know?” featuring Jocelyn D. Wright, MBA, CFP, RICP, the Founder and Managing Partner, The Ascension Group, on Wednesday, July 22, 2020, 6:30 pm, EDT.

Subject Matter Experts

As consumer demand for financial advice grows, it is imperative that the financial planning profession work toward expanding and diversifying the ranks of financial planning professionals who can meet the needs of increasing diverse consumers.  Less than 3.5 percent of the 80,000 CFP® professionals in the United States as of 2017 are black or Latino, which is significantly less than the percentage of blacks and Latinos across the U.S. population standing at 13.3 percent and 17.8 percent, respectively.  New census projections estimate that people of color will become the majority of the U.S. population in 2045 with whites accounting for 49.9 percent of the population by then.  These projections demonstrate that the driving demographic engine of the nation’s progress will be communities of color.

Ms. Wright will provide an overview of some of the top designations and steps minority financial planning professionals can get to position themselves to grow their business and impact in the community.

 

Speaker:

Jocelyn D. WrightJocelyn D. Wright is the Founder and Managing Partner of The Ascension Group (“Ascension”).  As an advisor, she partners with her clients to design a personalized strategy to help them reach their financial goals.  With over twenty years of financial services experience, Jocelyn has been working with individual clients since 2002.  She holds the CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional (RICP ®) designations.

A strong advocate for creating opportunities for women and people of color in the financial planning profession, Jocelyn is currently the Special Adviser on Gender Diversity for the CFP Board Center for Financial Planning.  Prior to this role she served as the Chair & Director of The American College State Farm Center for Women and Financial Services from 2014 to 2018.

Jocelyn received a BS in Business Administration (Finance) from the University of Delaware and earned her MBA in Finance at Howard University, graduating with Beta Gamma Sigma honors.  Some of her memberships include Delta Sigma Theta Sorority, Inc., Financial Planning Association (FPA), Association for African American Financial Advisors (Quad-A) and Women in Insurance & Financial Services (WIFS). Jocelyn serves on the Envestnet Institute on Campus Women in Wealth Management Advisory Board and FPA Philadelphia Tri-State Area Chapter Board.  In 2016, Investment News Magazine recognized her as one of the 20 most influential Women to Watch.

Born and raised in Philadelphia, PA, Jocelyn quite naturally is a huge sports fan (go EAGLES!!). She is a runner and in 2018 completed the 50 States Challenge where she ran a half-marathon in each state plus D.C. One of her favorite mottos is life is short so RuN HaPpY!!

Date:  Wednesday, July 22, 2020
Time:  6:30 pm, EDT.
Location:  Virtual and hosted on ZOOM
Recorded:  Yes, this call will be recorded.
Register here at: https://UFSCDesignations.eventbrite.com

To learn more about UFSC and its upcoming events visit www.ufscnet.org
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Details

Date:
July 22
Time:
6:30 pm - 8:00 pm
Cost:
FREE
Event Tags:
, , , ,
Website:
https://UFSCDesignations.eventbrite.com

Venue

Zoom

Organizer

Urban Financial Services Coalition
Email:
info@ufscnet.org
Website:
www.ufscnet.org