WIN-to-WIN Mentoring Program | CFP Board

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WIN-to-WIN Mentoring Program

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.

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The Center's focus includes workforce development, diversity, and the profession's body of knowledge.

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.