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 Discussion Forum

Comment and share your stories in the WIN Discussion Forum.