News and Updates

About CFP Board


News and Updates

Become a WIN Advocate

Become a WIN Advocate and support WIN in your community. WIN Advocates are CFP® professionals designated by CFP Board who will work to attract more women to the financial planning profession and CFP® certification by getting the word out to women, girls, students, and centers-of-influence in their community.

Register to become a WIN Advocate

Mentor Program: WIN-to-WIN

The CFP Board’s WIN-to-WIN program is aimed at helping women interested in CFP® certification connect with existing CFP® professionals who can provide support and guidance through the certification process.

Become a WIN-to-WIN Mentor or Find a Mentor

Recorded Webinar: How CFP® Professionals Can Get Involved with CFP Board's Women's Initiative (WIN)

View a recording of a June 3, 2015, webinar for an update on the WIN initiative and overview of how CFP® professionals can best get involved in the WIN Advocate program.

View the Recorded Webinar

WIN Newsletter

The latest information on CFP Board's Women's Initiative and opportunities to get involved is now part of the quarterly CFP Board Center for Financial Planning newsletter.

An archive of earlier WIN Newsletters (August 2014 - December 2015) is available for review.   

Archived WIN Newsletters

WIN Events

The WIN initiative has been involved in hosting and support events that highlight the need for more women in the financial planning profession.

Learn more about WIN Events

Check out a slide show of images from the WIN Study release event held April 22, 2014 in New York City.

In the News

Recent press coverage:

WIN Research Study

Making More Room for Women in the Financial Planning Profession

Recommendations to Increase the Number of Women CFP® Professionals from CFP Board’s Women’s Initiative (WIN)

This white paper presents the findings of a comprehensive research study on the causes of the "feminine famine" in financial planning.

View and Download the White Paper

Want to get involved with CFP Board's Women's Initiative?

WIN-to-WIN Mentor Program

Supporting prospective female CFP® professionals through the certification process.

Engage Now

WIN Fact Sheet

Learn more about the research findings and calls to action.

View the fact sheet