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October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit

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Empowering Women to Take Charge of Their Wealth

By Juli McNeely June 01, 2025 InsuranceNewsNet

Women are increasingly taking charge of their financial futures, with 99% reporting involvement in financial planning, according to a 2024 Bryn Mawr Trust study. Around 24% of CERTIFIED FINANCIAL PLANNER® professionals are women, and boosting their representation can expand the talent pool and help clients find planners who align with their goals.

Read more at InsuranceNewsNet

InsuranceNewsNet
Juli McNeely
June 1, 2025