Women's Initiative (WIN) - How CFP Professionals Can Get Involved

About CFP Board


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

CFP Board’s Managing Director of Public Policy and Communications, Marilyn Mohrman-Gillis, and Consumer Advocate, Eleanor Blayney, CFP®, hosted this June 2015 webinar that provided an update on CFP Board's Women's Initiative (WIN), as well as ways CFP® professionals can get involved as WIN Advocates and support the initiative (including presentations from current WIN Advocates who shared their experiences).  

Download the Slides (PDF, 1.2MB)

Become a WIN Advocate

Become a WIN Advocate and help CFP Board get the word out to women, girls and students that financial planning can be a rewarding career for women. WIN Advocates get access to a comprehensive Toolkit of resources that makes it easy to spread the message. 

Become An Advocate

Questions about the WIN Advocate Program?  Contact CFP Board at WIN@cfpboard.org.

White Paper

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