Legal Practicioners Progam
Demand for personal financial advisors is expected to grow 13% through 2032, according to the Bureau of Labor Statistics — higher than other occupations. To address that demand, we're working to build and diversify the ranks of financial planners, so we can meet the needs of increasingly diverse consumers. Through the efforts of the CFP Board Center for Financial Planning, we are making an impact in the following ways.
Women's Initiative
The Women's Initiative (WIN) addresses the issue of women's under-representation in the financial planner workforce. Nancy Kistner, CFP®, Chair of the WIN Advisory Panel, discusses the origins of WIN and shares her experience as a woman in the financial planning profession.
Research & Publications
Learn how initiatives from the CFP Board Center for Financial Planning and other efforts are attracting more women and minorities to the financial planning profession.
Published by CFP Board Center for Financial Planning in partnership with Charles Schwab Foundation, this paper focuses on the fundamental role academic programs play on the path to a career in financial planning and their impact on the profession’s diversity.
This 2023 report provides case studies and best practices for advisor retention strategies in the financial planning profession that advance diversity, equity and inclusion (DEI).
Released in 2022, this report presents articles from academics and practitioners that outline recommendations and lessons learned with the goal of diversifying the financial planning profession.
Released in 2020, this thought leadership paper compiles a series of case studies from several firms that outlined their current diversity and inclusion initiatives and provided advice on how others can replicate and scale those efforts.
CFP Board Center for Financial Planning
The mission of CFP Board Center for Financial Planning is to advance competent and ethical financial planning and expand CFP® professional diversity for the benefit of the public.
