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CFP Board in the News

Where Are All the Female Financial Advisers? You'll Likely Have Trouble Finding One, According to a New Survey

May 08, 2014

Eleanor Blayney, [CFP®] says she’s lonely. The financial adviser and founder of Directions for Women, a financial consulting firm based in McLean, Va., is referring to the scarcity of fellow… err… sister financial advisers.

And the fact that most financial advisers are what Mary Beth Franklin, contributing editor of InvestmentNews, describes as “old, male and pale” means that women (and men) who want to hire female financial advisers have a hard time finding them.

As the author of the new study, Making More Room for Women in The Financial Planning Profession, published by the Certified Financial Planner Board of Standards, Blayney — the CFP Board’s Consumer Advocate — has the research to back up her lonelyhearts club status. Read more >

Next Avenue
By Kerry Hannon
May 8, 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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