Making More Room for Women in the Financial Planning Profession (CFP Board)

May 2014

KEYWORDS: women and minority owned investment companies, women in alternative investments, CFP, financial planning, financial services


CFP Board

  • CFP Board

It is perhaps a too well-known fact that women are the minority within the financial services industry and, specifically, the financial planning profession. Despite impressive growth in the number of CFP®.
professionals in recent years, the percentage who are women has remained flat, at about 23 percent. This contrasts dramatically with the broader U.S. population and the steady growth of women in other professions. Women compose 51 percent of the U.S. population, and not only outnumber men in graduating from college, but also represent the majority of the workforce.

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