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CFP Board in the News

Women CFP[® Professionals] Satisfied With Careers, But Bias Remains Rampant

Apr 24, 2014

Gender bias is alive and well in the financial advisory industry, and though eliminating it will be a monumental effort, everyone can play a role to ensure that aspiring women advisers thrive.

The Certified Financial Planner Board of Standards' Women's Initiative held a seminar in New York City on Tuesday morning at which new research was discussed that brings to light the hurdles that continue to plague female financial advisers. Though 72% of women with the CFP certification are satisfied with their careers, based on a survey of 262 female CFP[® professionals] by Fondulas Strategic Research, the qualitative research shows that women face biases and discrimination at the workplace. Read more >

Investment News
By Darla Mercado
April 24, 2014 

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Did You Know?

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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