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
Catch up on the latest WIN news, events and commentary.
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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
WIN Advisory Panel
To guide this important initiative, CFP Board assembled the WIN Advisory Panel. This blue-ribbon panel — comprised of leaders on women in financial services — has provided essential leadership and guidance to WIN. Learn more about the panel