Making More Room For Women In Financial Planning

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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…

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Mani is a Senior Financial Consultant. He has worked in Senior Management role in large banking, financial and information technology organizations. He has provided solutions for major banking and securities firms across the globe in the area of retail, corporate and investment banking. He holds MBA (Finance) and Professional Management Accounting Qualifications. His hobbies are tracking global financial developments and watching sports