Practice Management

CFP Board launches women’s initiative

Lilly Riddle / Mar 20, 2025
The credentialing body said its new multiyear strategy is designed to drive the career success of women certified financial planners.
The CFP Board, the credentialing body that administers the Certified Financial Planner credential, announced Thursday that it has launched a new program that aims to increase the presence and influence of women CFP certificants.
Called Accelerate & WIN, the program is a multiyear effort that will consist of research and strategic partnerships, according to the CFP Board. It said women currently make up only 24% of CFP certificants, an imbalance the program will also seek to remedy.
Cary Carbonaro, a women and wealth ambassador for Ashton Thomas Private Wealth and a CFP Board ambassador — who is also authoring a forthcoming book on women in wealth — is involved in developing all of the program’s initiatives. Carbonaro said the 24% starting point is an ‘easy metric’ the credentialing body can use to measure the program’s success.
‘We need a coalition of the top women in the profession, the people who are the decision-makers at the table … trying to get [women in finance] in at a young age,’...
CITYWIRE RIA
More News
To read the full article, become an RIA Insider. You'll also gain complimentary access to news, insights, tools and more.
REGISTER NOW
Already an Insider?Log In
All content on this page is drawn from unaffiliated publications. Content on this site is not intended to provide, and should not be interpreted as legal, tax, investment or insurance advice, or recommendations by any party. Capital Client Group, Inc. is not responsible for content created by third parties and they do not explicitly or implicitly endorse or approve such content. Copyrights are held by the individual publications to which each article is attributed.