The CFP Board WIN-to-WIN mentor program provides the opportunity to provide advice and support to prospective female CFP® professionals, ensuring that women interested in financial planning understand the unique benefits of CFP® certification and have guidance through the process. WIN-to-WIN mentorship is a volunteer service provided by current CFP® professionals to support advancing the profession and building a more diverse community. Mentorship plays a critical role in encouraging younger individuals or members of underrepresented groups to become an integral part of the profession.
All Women's Initiative (WIN) Advocates have the opportunity to become Mentors to women interested in or pursuing their CFP® certification. In the following webinar, recorded May 20, 2016, CFP Board's Consumer Advocate, Eleanor Blayney, CFP® and Gail Reisman, CFP Board's Director of Marketing, introduce the program. They discuss how the WIN-to-WIN program will work, the role and the responsibilities of Mentors.
To become or search for a mentor, go to our online tool at www.CFP.net/WINMentor!
For frequently asked questions on the WIN Mentoring Program, please review the FAQ page.
If you have questions about becoming a WIN Advocate or becoming a WIN-to-WIN Mentor, please contact us at WIN@cfpboard.org.