CFP Board has seen impressive growth in the number of CFP® professionals in recent years. However, the percentage of women has remained flat at 23 percent for at least a decade.
To address this challenge head on, in 2013, CFP Board launched its Women’s Initiative (WIN) under the vision and leadership of Nancy Kistner, CFP®, then chair of CFP Board’s Board of Directors.
WIN‘s mission is to identify why relatively few women choose to become part of the financial planning profession, to make recommendations for encouraging and supporting women to pursue careers in financial planning, and to undertake efforts and campaigns to address the “feminine famine” in financial planning.
News and Events
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What CFP Board Will Do
CFP Board recognizes that simply making recommendations for increasing the number of women CFP® professionals will not, in and of itself, get the job done.
What You Can Do Now
CFP Board is asking all to join in the work of transforming our profession to flourish in a future that must look different from the past. How You Can Get Involved Discussion Forum
Based on recommendations from the research white paper, CFP Board has formed the WIN Advisory Council to advise and assist CFP Board on the development of initiatives to increase the number of women entering the financial planning profession, including the number of women CFP® professionals.
Learn more about the Council