WIN Events

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WIN Events

Webinar: How CFP® Professionals Can Get Involved with CFP Board's Women's Initiative (WIN)
June 3, 2015


This webinar provides an update on the WIN initiative and overview of how CFP® professionals can best get involved in the WIN Advocate program, featuring presentations from current WIN Advocates working in their communities to get the word out that financial planning can be a rewarding career for women.

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BrightTALK Webinar: The Female Advisor Famine

September 24, 2014

During this webinar, CFP Board's Consumer Advocate, Eleanor Blayney, CFP®, makes a guest appearance on The Client Connection, where she and host Kathleen Burns Kingsbury discuss “The Female Advisor Famine: What We Know about Attracting and Retaining Women Advisors."  Eleanor shares findings from CFP Board's white paper, "Making More Room for Women in the Financial Planning Profession," and discusses recommendations and initiatives for encouraging and supporting women to pursue careers in financial planning.

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Webinar: CFP Board's WIN Advocates - How You Can Help
September 12, 2014

During this webinar for individuals who have indicated their desire to get involved with CFP Board’s WIN initiative, Marilyn Mohrman-Gillis, CFP Board’s Managing Director of Public Policy and Communications, and Eleanor Blayney, CFP®, CFP Board’s Consumer Advocate, present the highlights from WIN research and discuss ways in which you can get involved to attract more women to the financial planning profession.

BrightTALK Webinar: "Making Room for Women in the Financial Planning Profession"
September 10, 2014
During this webinar, Eleanor Blayney, CFP® shares about the research findings and recommendations from CFP Board's Women's Initiative, which seeks to increase the number of women CFP® professionals. CFP Board recognizes that simply making recommendations for increasing the number of women CFP® professionals will not, in and of itself, get the job done, and we need your assistance.

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WIN Whitepaper Release Event
April 22, 2014
New York City

As part of its Women’s Initiative, CFP Board released a comprehensive and groundbreaking study on the “feminine famine” in the financial planning profession during a special event in New York City on April 22, 2014. The research examines the attitudes and perceptions of key groups with a stake in the gender composition of the financial planning profession, including CFP® professionals and other financial advisors, students, educators and representatives of financial services firms.

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.

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