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.

Become a Mentor      Search for a Mentor

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!


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

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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.