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CFP Board in the News

CFP Board Rolling Out the Welcome Mat to Women

Apr 22, 2014

If the financial services industry is serious about engaging more women as advisors, there’s a lot more work to be done. Not only are there serious misconceptions and barriers still in place, a new study by the CFP Board reports less than a third of women feel that firms’ culture make them feel welcome and respected.

No one disputes the financial services is a male-dominated field, with the Bureau of Labor Statistics reporting 30 percent of financial advisors are women. While that statistic may be high, it still puts women into the minority. A fact that, in recent years, the industry and individual firms have been attempting to re-balance.

Yet the perception remains that women are not welcome in this industry, according to a new study by the CFP Board. For many women, the career is not “top of mind,” says the CFP Board. And for those who are aware of it, many women feel that financial planning is about investment and mathematical expertise, rather than about strong communication skills and relationship building. Read more >

Wealth Management
By Megan Leonhardt
April 22, 2014 


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Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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