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How many non-binary advisors? CFP Board now counting

By Jessica Mathews April 05, 2021 Financial Planning

The CFP Board has introduced its anticipated non-binary gender option for current certificants and future applicants, according to the membership organization, in a step toward being more inclusive of individuals who don’t identify as male or female.

The update, on which the organization said it was working in January, will allow advisors to “indicate non-binary gender and/or Mx. prefix in their CFP Board records,” says the board. It will also begin including this data in its annual demographic report, according to the organization.

“[The] CFP Board will be collecting this data and releasing it in its annual milestone numbers announcement,” the organization said in a statement.


Financial Planning
Jessica Mathews
April 5, 2021