Want to Get Involved

About CFP Board


Want to Get Involved?

NEW! Register to 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.

Thank you for your interest in getting involved with CFP Board’s Women’s Initiative (WIN). Please complete the following online registration form and let us know how you would like to be involved. A CFP Board representative will contact you with more information.
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Discussion Forum

Let your voice be heard. Comment and share your stories in the WIN Discussion Forum.
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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

WIN Discussion Forum


Comment and share your stories in the WIN Discussion Forum.