Addressing Diversity, Equity, and Inclusion in Financial Planning Education

Abstract

This article presents the experiences of three professors who each developed and taught a university-level diversity, equity, and inclusion (DEI) course within a financial planning or related academic program. These courses, tailored to different educational levels, addressed DEI concepts in the context of financial planning and personal finance and aimed to cultivate awareness and equip future professionals with the tools to navigate DEI challenges in practice and research. The study offers valuable insights and recommendations for educators interested in integrating DEI into their curricula. The paper details the instructors’ motivations behind developing the courses, student learning objectives, course design and content, and the authors' unique teaching philosophies.