CFP Board recognizes that simply making recommendations for increasing the number of women CFP® professionals will not, in and of itself, get the job done.
Changing the way women see the financial planning profession, and the way the profession presents itself to women, will take a large measure of vision and commitment from its constituent organizations and firms. It will take “political will”— the courage to do the hard thing, not because it is pragmatic or popular, but because it is right. Eventually, too, it will be profitable, but not without significant investment in programs and internal policies to help women realize their full potential as practicing CFP® professionals.
CFP Board also recognizes that this effort must begin with itself. It is the organization’s intention to serve as a leader and catalyst in this effort, as part of its ongoing mission to set the highest professional standards of fairness and integrity in financial planning.
Accordingly, CFP Board has committed to these initiatives based on the WIN Advisory Panel’s recommendations.