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Diversity & Inclusion

Demand for personal financial advisors is expected to grow 7% through 2028, according to the Bureau of Labor Statistics — higher than other occupations. To address that demand, we're working to build and diversify the ranks of financial planners, so we can meet the needs of increasingly diverse consumers. Through the efforts of the CFP Board Center for Financial Planning, we are making an impact in the following ways.


Women's Initiative

The Women's Initiative (WIN) addresses the issue of women's under-representation in the financial planner workforce. Nancy Kistner, CFP®, Chair of the WIN Advisory Panel, discusses the origins of WIN and shares her experience as a woman in the financial planning profession.


The Mentor Program

The CFP Board Mentor Program provides candidates for CFP® certification with guidance and advice on their path to certification — and an opportunity to connect with an established CFP® professional who understands their own unique needs and perspective.

CFP Board Center for Financial Planning

The Center for Financial Planning is a distinct initiative of CFP Board focused on creating a more diverse and sustainable financial planning profession.

Visit the Center