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.
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.
See how CFP Board is taking a multifaceted approach to diversifying the financial planner workforce.
Annual Diversity Summits showcase research, case studies, best practices and actionable initiatives to advance racial diversity in the profession.
Advising on Inclusion
The Diversity Advisory Group provides guidance and expertise in the development of diversity and inclusion initiatives.
I AM A CFP® PRO
Learn about the campaign to attract more young people into financial planning careers.
Research & Publications
Learn how initiatives from the CFP Board Center for Financial Planning are attracting more women and minorities to the financial planning profession.
A comprehensive research study, this 2013 white paper explores the causes of under-representation of women in the financial planner workforce and outlines potential solutions.
This thought leadership paper outlines actionable, research-based solutions for industry stakeholders to create a more inclusive 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.