Women in Financial Planning

In this webinar, we will feature interviews with successful women CFP® professionals who share their journeys into the industry, as well as key data points from recent CFP Board research. Learn how they overcame challenges, built their client base and ultimately found their niche. Discover practical strategies for owning your clients, building trust and positioning yourself for long-term success in financial planning.

Panelists of the webinar include:

• Cary Carbonaro, MBA, CFP®
• Bridget Grimes, CFP®
• Elaine King Fuentes, MBA, CFP®
• Chloé Moore, CFP®

Whether you're just starting out or looking to grow your practice, this session will inspire and empower you to take charge of your career and your clients’ financial futures.

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Questions? Please email Seema Naicker, CFP®, Director, Program Development, Access, and Diversity.