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Accelerate & WIN
Accelerate & WIN Resource Library
Learn more about the representation and retention of women in the financial planning profession, and explore ideas about equipping financial planners to deliver better outcomes for women clients. This resource library provides information, insights and infographics on attracting, retaining and advancing more women in the profession and on meeting women’s evolving financial influence and needs.
Browse this collection to be informed, inspired and supported in effectively serving women clients and strengthening pathways for women pursuing financial planning careers.
Attracting, Retaining and Growing the Number of Women CFP® Professionals
Advancing Women in Financial Planning (2025, CFP Board)
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Financial planning offers a number of qualities that women college students and career changers are seeking. The chance to help people achieve their goals is a key draw, with 76% of women college students and 69% of women career changers finding the relationship aspect of financial planning especially appealing.
Compensation Trends (2025, CFP Board)
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Review the 2025 Compensation Study to see how becoming a CFP® professional can impact your career growth. This study addresses many areas of compensation including salary, benefits and job satisfaction.
Check out the salary calculator to determine your earning potential.
Exploring Mothers' Experiences Returning to Work in Financial Planning: A Thematic Analysis (2025, Financial Planning Review)
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The researchers conducted focus groups with women who had children while working as financial planners to identify factors that promote and hinder women's representation in financial planning, reducing attrition and increasing success rates. Five themes emerged from their analysis.
The Guide to Careers in Financial Planning (2021, CFP Board)
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This guide provides students, recent graduates and career changers with information on starting and sustaining successful financial planning careers. It highlights the personal and professional benefits of a career in financial planning.
The Impact of Motherhood on Women’s Career Progression: A Scoping Review of Evidence-Based Interventions (2024, Behavioral Sciences)
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This literature review sets out to understand how motherhood impacts women’s career progression and how interventions can address the underrepresentation of mothers in leadership roles. Discover practical insights about the career trajectories of working mothers.
The Looming Advisor Shortage in U.S. Wealth Management (2025, McKinsey & Company)
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A deficit of 100,000 advisors is forecast over the next decade. This article highlights the impending advisor shortage, explores the rising need for wealth management services and outlines steps firms can take to ensure a more sustainable future for the advisor workforce.
Women in Financial Planning (2025, CFP Board)
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Learn how successful women CFP® professionals overcame challenges, built their client base and ultimately found their niche. Be inspired and discover practical strategies for positioning yourself for long-term success in financial planning.
Work-Life Balance and Burnout in Financial Planning Profession (2022, Financial Planning Review)
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This study finds that CFP® professionals in particular report high levels of satisfaction with work-life balance. Learn about the sustainable attributes that will likely attract the next generation of professionals.
Serving Women Clients
Building Wealth: Insights on Women’s Aspirations & Growing Financial Power (2025, CFP Board)
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This survey of women confirms that they are significant financial contributors to their households and are increasingly involved in financial decision-making. What are their top financial aspirations and challenges? How do women value financial planning, and what qualities do they seek from a financial planner? Answers to these questions will help prepare today’s financial planners to serve tomorrow’s clients and attract the next generation of planners to the field.
Serving Women Clients: Addressing Unique Financial Challenges (2025, CFP Board)
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Learn about the distinct financial challenges women face throughout their lives and how CFP® professionals can serve women effectively.
Women as the Next Wave of Growth in U.S. Wealth Management (2020, McKinsey & Company)
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Women in the U.S. are poised to become the “next wave” of growth for wealth-management firms, as demographic shifts and a coming intergenerational transfer could put as much as $30 trillion under women’s control by 2030. Recognizing that women tend to value personalized advice, long-term financial goals and trust/fit with advisors, this article suggests the opportunity for tailoring offerings to better support these clients.
Women Confident Managing Short-Term Finances, But Less So on Long-Term Strategies, Finds New York Life Wealth Watch (2024, New York Life)
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The findings from New York Life’s Wealth Watch survey show that while women feel very capable when it comes to day-to-day money tasks, there’s at least one financial topic they wish they knew more about, especially investing for the long term.
Women, Money, Confidence: A Lifelong Relationship (2025, Bank of America)
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This report notes that while many women feel confident managing everyday finances, far fewer feel empowered or knowledgeable when it comes to long-term investing and wealth building. This report’s findings shed light on women’s financial progress and highlight areas where they may benefit from further guidance and support.