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CFP Board in the News

CFP Board Seeks to End Industry’s “Feminine Famine”

Apr 23, 2014

Getting more women into the financial-advice industry requires removing their own doubts about the industry and combating the gender bias prevalent at wealth-management firms, according to the CFP Board.

The organization released its findings about how to accomplish those goals at an April 22 event in New York convened as part of its Women’s Initiative, or WIN. Launched last May, the initiative seeks to identify why so few women join the profession, recommend ways to increase their ranks and conduct campaigns addressing what WIN is calling the “feminine famine.” Read more >

Financial Advisor IQ
By Chris Latham
April 23, 2014

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Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
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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