This CFP Board Women’s Initiative (WIN) & Diversity in Financial Planning Course focuses on promoting gender diversity and inclusion within the financial planning profession. The course features webinars, presentations, and research findings from the CFP Board, highlighting challenges, opportunities, and strategies for increasing the participation of women in financial planning careers.

Learners will explore the findings from WIN research and white papers, key initiatives for professional development, and actionable guidance for supporting and mentoring women financial planners. The course includes insights into how CFP® professionals can engage with WIN programs, make the profession more attractive to women, and balance certification, career growth, and family responsibilities.

Additionally, the course offers updates on advocacy efforts, community involvement, and practical steps for fostering a more diverse and inclusive financial planning industry. Participants will gain a deep understanding of gender-specific challenges and solutions, including mentorship, networking, and career support strategies.

Ideal for aspiring women CFP candidates, current financial planners, educators, and diversity advocates, this course equips learners with the knowledge and tools to actively participate in WIN initiatives and support diversity in the financial planning field.