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Reports & Statistics
Diversity and Women's Research
CFP Board conducts comprehensive research to identify the barriers to racial and gender diversity in the financial planning profession and outline recommendations for making the profession more attractive to diverse candidates.
Research Reports
Advancing Women in Financial Planning Report
Female professionals looking ahead.
Building Wealth: Insights on Women’s Aspirations & Growing Financial Power
Working professionals in the office.
Successfully Maintaining CFP Board Registered Programs & Best Practices for Engaging Diverse Students
Diverse team working on best practices planning.
Metrics That Matter: Best Practices from Diversity, Equity and Inclusion Practitioners and Academics
A group of female professionals ready to work.
Building a Diverse Practice: The Value of CFP® Certification to Female Advisors
Illustration
Diversity in Action: How to Sustain the Financial Planning Profession
Female professionals looking ahead.
Creating a DEI-Driven Culture of Retention in Financial Planning: Lessons Learned from Industry Leaders
Illustration
Why Diversity Matters: How Workforce Diversity and Inclusion Accelerate Business Success in Financial Services
Racial Diversity in Financial Planning: Where We Are and Where We Must Go
Illustration
Making More Room for Women in the Financial Planning Profession