Financial Planners Launching Recruiting Campaign of Their Own

Speaking of the financial industry and recruiting, now the financial-planning sector is launching a campaign to raise awareness of planning as a career.

The CFP Board, which is behind the effort, is putting an extra emphasis on diversity. It hopes the “I am a CFP Pro” campaign gets the attention of millennials, women, and minorities who haven’t considered the field prior.

The board says that more than 40 percent (up from 28 percent seven years ago) of Americans work with financial advisors, and the workforce of planners is aging and not big enough.

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In fact, there are more Certified Financial Planners over 70, it says, than under 30.

The campaign includes a new website —, outreach to schools, Instagram, and videos like below.


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