Women in Financial Planning: 'A Natural Fit'

Newton, Catherine
February 2003
Journal of Financial Planning;Feb2003, Vol. 16 Issue 2, p66
Academic Journal
The section presents a panel discussion on the role of women in financial planning. Women comprise one-fourth of the Certified Financial Planner certificant population. Yet despite their minority status, women's experiences in financial planning may be more similar to their male counterparts than different. Mimi Hackley think women are a natural fit for the financial planning profession. They have every chance of being as successful as men, if not more so. Many prospective financial planners, both men and women, want to do real planning. Unfortunately, there is not enough supply, in terms of firms, to meet that demand. Financial planning is not just about running the numbers. It is being aware of family and values and all of those other things. The inherent desire to nurture or be a caretaker makes it easier to bring up the tough stuff, whether that is looking at a prenuptial agreement or spelling out to somebody that they are heading for financial disaster unless some changes are made. Get involved with Financial Planning Association. If you do not, it is almost like falling off a cliff. Part of that is because there isn't a real good career path in place, unless someone goes into one of the brokerage firms or insurance companies.


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