Diversity and Women's Research
Building Wealth: Insights on Women’s Aspirations & Growing Financial Power
Today, women are more likely to lead or share with their spouse/partner in their household’s financial decision-making.
CFP Board’s survey of women confirms that they are significant financial contributors to their households and are increasingly involved in financial decision-making. As women attain greater wealth, these changes spark several questions: What are their top financial aspirations and challenges? How do women value financial planning, and what qualities do they seek from a financial planner? Answers to these questions will help prepare today’s financial planners to serve tomorrow’s clients and attract the next generation of planners to the field.
