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Forums / CFP Board’s Women’s Initiative / Women CFP® Professionals: Share Your Stories

Women CFP® Professionals: Share Your Stories

2 posts, 0 answered
  1. CFP Board
    CFP Board avatar
    3 posts
    04/21/2014 2:29 PM
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    CFP Board is developing a “Faces of Women CFP® Professionals” campaign to showcase women leaders and practitioners in the profession and help promote financial planning careers and CFP® certification for women.  Share your story in this forum, or send us your story by email.

    • What led you to pursue a career in financial planning and attain the CFP® certification?
    • What challenges did you encounter and overcome? 
    • What elements of your previous careers or experience were most relevant to your career in financial planning?
    • What factors have been the most important to your career success? 
    • What has been the most rewarding part of your career as a CFP® professional?
    • What do you say to women who are considering entering the financial planning profession?
  2. Kerrie Debbs
    Kerrie Debbs avatar
    1 posts
    04/30/2014 4:54 PM in reply to CFP Board
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    My main thoughts from reading the survey (and there are more than I write here) center around, 1- the basic demanding culture of Certified Financial Planning and advising- period.  It is demanding both for women and men.  It can be (but is not in reality) more quantitative, so that chases lots of women away, as your survey found.  2- Also, I believe in my 26 years' experience there are a lot of sub-standard men in the profession (and very bright men too) which skews the numbers in favor of men overall, but that the proportion of quality women in the business to overall women is a much higher number than the respective proportion for men.  Women have traditionally had to jump through higher hoops than men to succeed.   3- Finally (and there is much more that went through my head), women themselves USED to be tough on fellow-women for selfish reasons.  Back in the early 1990’s, I experienced several (I remember them like it was yesterday) women who were super-mean to me because they felt threatened by a young, smart woman in the business and these “mean girls” enjoyed a great ratio amongst the men if the women were tough and did a good job.  So that has skewed the numbers against women historically…but that will change for the better- and has already!

    I am now a partner in an independent Financial Planning firm and gained my CFP(R) in 2008.

    Last modified on 04/30/2014 4:56 PM by Kerrie Debbs
2 posts, 0 answered