Value of CFP® Certification to Female Advisors

A recent independent study from AITE group revealed the strengths and unique characteristics female CFP® Professionals bring to wealth management practices and their clients.  And in line with the CFP Board’s view, the study also concluded an urgent need for more female CFP® Professionals – specifically client facing.

The study, titled “Building a Diverse Practice: The Value of CFP® Certification to Female Advisors,” detailed several key findings.

• Female CFP® Professionals provide written and comprehensive plans to a higher percentage of clients than their male counterparts.
• Female CFP® Professionals are more satisfied with their career than their male counterparts.
• 64% of female CFP® Professionals recommend the certification to their colleagues, as opposed to only 52% for men.

This report underlines both the value of the certification to female advisors, as well as the need for the industry as a whole to continue to drive efforts to recruit more.

To read the full study, please click HERE

“Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”