The Center is a catalyst for independent research that provides the foundation for future programs to build a more diverse and sustainable financial planning profession. Center’s research to date includes:

Removing Barriers to Racial and Ethnic Diversity in the Financial Planning Profession

Released in May 2018, this qualitative and quantitative research explored the causes and potential solutions for the lack of racial and ethnic diversity in the financial planning profession. The study examined attitudes and perceptions of those with a stake in the racial and ethnic composition of the financial planning profession, including CFP® professionals, recruiting and hiring professionals at financial firms, consumers and prospective black and Latino financial planners. Learn more >


 

 

 

Making More Room for Women in the Financial Planning Profession

Released in 2014, this white paper from the Center’s Women’s Initiative (WIN) presents the findings from a comprehensive study on the causes of under-representation of women in the financial planner workforce. The paper also presents recommendations for attracting more women into the profession and making the profession itself more attractive to women.  Learn more >