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Diversity and Women's Research
Advancing Women in Financial Planning Report
This report examines the factors that motivate women college students and individuals who are changing or advancing their careers to choose a particular career path. Additionally, this report will show how financial services firms, academic institutions and the financial planning profession can collaborate to tackle issues that could make financial planning an even more appealing career option for women today and in the future.
CFP Board engaged research firm Heart+Mind Strategies and two respected researchers, Vickie Bajtelsmit, Ph.D., J.D and Megan McCoy, Ph.D., LMFT, AFC®, CFT™, to summarize existing academic and professional research that documents progress, diagnoses persistent obstacles, and reveals untapped opportunities and strategies for successfully recruiting the next generation of women financial planners. Additionally, Heart+Mind conducted four surveys of CFP® professionals, financial advisors who do not hold CFP® certification, career changers and college students to further explore these questions.
