According to a research commissioned by the CFP Board, women harbor misperceptions about the financial planning profession and CFP certification.
In his foreword to the research report, Kevin R. Keller, CEO of CFP Board notes women constitute only 23% of CFP professionals while they compose 51% of the U.S. population.
Financial planning not top career paths for women
To address the challenge of ‘feminine famine in financial planning’, the Certified Financial Planner Board of Standards Inc (CFP Board) launched its Women’s Initiative (WIN) in 2013 under leadership of Nancy Kistner, then chair of the Board of Directors. On behalf of the WIN Advisory Panel, a white paper was authored by CFP Board Consumer Advocate Eleanor Blayney.
According to the findings contained in...
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