For me, becoming a CFP® professional and helping people has been more than just a job—it has been a passion and one of the best life decisions I have ever made. I want to see more women in the financial planning profession. I have made a gift of $100,000 to support the CFP Board Center for Financial Planning’s Gender Diversity initiatives and I challenge you to join me by investing in a future with more women CFP® professionals.

In 2012 I joined a group of female movers, shakers and leaders in financial planning for a dinner in Washington, DC to share insights about our careers. That night we came to a startling conclusion: fewer than one in four CFP® professionals were women and it had been that way for nearly a decade. This dinner started what would eventually become the Women’s Initiative, also known as WIN, which is now part of the CFP Board Center for Financial Planning. With a talented group of WIN volunteer leaders, I led the groundbreaking research on how to address the profession’s “feminine famine.” Our work resulted in a 2014 release of a groundbreaking white paper, Making More Room for Women in the Financial Planning Profession, outlining recommendations to attract more women into financial planning and to make the profession itself more attractive to women. We have since worked hard to follow these recommendations and I am proud of our significant accomplishments:

  • We launched the “I AM A CFP® PRO” campaign to encourage more young people, particularly women, to choose a career in financial planning.
  • We started the “WIN-to-WIN” Mentorship program to connect women pursuing CFP® certification with a support network of CFP® professionals serving as mentors.
  • We deployed a nationwide network of WIN Advocates who are volunteering to inspire and educate women and girls about careers in financial planning.
  • We developed partnerships with key women’s advocacy organizations to deploy our passionate volunteers to share their stories at events and programs in their communities.

Women have so much to offer to the practice of financial planning and I am honored to have been part of this vital work and to have lent my expertise to the CFP Board Center for Financial Planning. However, there is still much work that remains to be done.

By the end of this year, I will be scaling back my work with the Center, but I want to see the work to which I have dedicated my time and talent continue to grow. I very much believe in the Center’s vision and mission to create a more diverse and sustainable financial planning profession so that all Americans have access to competent and ethical financial planning services.

To continue to support the gender diversity initiatives I started with the Center, I have made a gift of $100,000, which I see as an investment to make my vision of more women becoming CFP® professionals a reality. I challenge you to join me in this investment and consider making a gift to support the Center’s Gender Diversity initiatives. Please accept the challenge and encourage your friends and colleagues to do so as well!

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For Offline Gifts

If you would like to make a gift offline or make a multi-year pledge, please contact Rochelle Zeidman, Managing Director, Development at 202-379-2255 or rzeidman@cfpboard.org.