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Making More Room for Women in the Financial Planning Profession

In 2013, the Certified Financial Planner Board of Standards launched the Women’s Initiative to understand the reasons for the persistent low numbers of women CFP® professionals. Women comprise approximately 23% of the certificant base, a number which is somewhat lower than the 31% representation by women within the broader financial advisory profession. What’s more, the percentage of CFP® professionals who are women has not changed for over a decade, even as the profession itself has grown and become well established in the financial marketplace.

This presentation will discuss the ground-breaking research, both qualitative and quantitative, conducted by CFP Board. Focus-group participants and survey respondents were drawn from virtually every demographic group with a stake in the discussion of women’s professional status in financial planning. These groups included students in academic and certificate financial planning programs, educators, students pursuing finance-related majors, women and men in financial services both with and without the CFP certification, firm executives and recruiters, even clients of financial advisors who were asked about the role of gender in their choice of advisor.

Eleanor Blayney, CFP®, Consumer Advocate for CFP Board and a member of the Women’s Initiative Advisory Planning, will highlight the major findings from the research, as well as discuss the business case for more female CFP® professionals. Most important of all, she will share the recommendations of the WIN Advisory Panel for attracting and retaining more women CFP® professionals, in terms of what can be done today, tomorrow, and into the longer-term future to bring gender parity to the financial planning profession.
Recorded Sep 10 2014 45 mins
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Eleanor Blayney, CFP®, Consumer Advocate for CFP Board
Presentation preview: Making More Room for Women in the Financial Planning Profession

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  • Live at: Sep 10 2014 5:00 pm
  • Presented by: Eleanor Blayney, CFP®, Consumer Advocate for CFP Board
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