Accelerate & WIN

Despite sustained progress, only 24% of CFP® professionals are women, and women remain underrepresented across the financial planning profession. While the number of female CFP® professionals grows by 4% annually, the increase is negligible when compared to the overall growth of CFP® professionals. 

CFP Board is committed to changing these numbers with a bold plan to accelerate the growth, influence and leadership of women CFP® professionals by:

• Driving New Research and Developing Resources: We’ll focus on identifying and promoting best practices to attract, retain and grow the number of women CFP® professionals;
• Convening Visionary Leaders: We’ll bring together leaders from financial planning, wealth management, and organizations that empower women and girls to develop actionable solutions that grow the number of women who enter and succeed in the financial planning profession;
• Amplifying Women’s Voices: We’re committed to living up the voices of successful women, promoting what’s working and identifying areas where more action is needed; and
• Creating Strategic Partnerships: By developing impactful partnerships, we aim to catalyze a larger movement in the financial planning profession to propel women’s growth and advancement.

WIN Council: Shaping the Future of Women in Financial Planning

The WIN Council is a dynamic group of experts in women’s leadership, financial planning and wealth management, and organizations that support women’s growth and development. The WIN Council’s role is to advise, guide and actively shape initiatives that increase the number of women entering financial planning and achieving CFP® certification. 

Research: Insights for Growth

CFP Board’s ongoing research is uncovering the barriers to racial and gender diversity in financial planning and outlining recommendations to make the profession more welcoming to diverse candidates. 

The Building Wealth: Insights on Women’s Aspirations & Growing Financial Power report emphasizes the need for greater female representation in financial planning to ensure the profession meets the needs of women clients.

Read the Full Report

Workforce Development: The Right Support at the Right Time 

The CFP Board Center for Financial Planning administers scholarship programs to help qualified individuals from underrepresented populations by removing financial barriers on the path to CFP® certification.

CFP® Pro Career Studio

Held in the fall, the CFP® Pro Career Studio will be a live, three-part virtual event for women that aims to deepen potential career changers’ understanding of what financial planners do, answer questions through guidance from career changers and help them take their first steps to making a career change.

In 2024, 48% of studio attendees were women. In September 2025, CFP Board will host a CFP® Pro Career Studio intended to engage a female audience.

Student Liaisons

Student financial planning liaisons are student representatives enrolled in registered baccalaureate programs who engage, inform, and motivate students across campus to enroll in the registered program and pursue financial planning careers. In 2024, across nine Registered Programs, 10 out of 18 student liaisons were women.

Questions? Please email our team.