By 2030, women will control $30 trillion.
Will they trust you to manage their wealth?*

Complete the Advisor For Women™ Certificate Program

*McKinsey, 2020

Deepen Expertise

Gain access to customized trainings that equip you with the skills to effectively serve women and their specific financial needs.

Grow Your Business

Advisor For Women™ Certificate Holders are eligible to join Willow’s client acquisition program, and be exclusively matched with women actively seeking advisory services.

Establish Credibility

Prove your expertise serving women clients while demonstrating a strong commitment to their financial well-being.

94% of women believe they’ll be personally responsible for their finances at some point in their lives

Sabbia, Lorna. 2022. “Women, Money, Confidence: A Lifelong Relationship.” Bank of America.

A variety of factors impact women’s wealth,
requiring a personalized wealth management approach.

On average, women:

Live Longer
Incur greater medical expenses and costs
Earn less due to gender pay disparities and pauses from workforce (caregiver)
Assume primary caregiver roles more frequently
Manage more household responsibilities

Our Certificate Program Is
Simple and Convenient

1.

Complete Three Video Trainings

50-minute CE-approved trainings* deepen your knowledge and skills to help you grow your business with new and existing women clients.
*I CE credit for: CP, CIMA, CIMC, RMA, CPWA, and CDFA
2.

Receive 1-on-1 coaching

Willow’s Financial Life Coaches are highly qualified with backgrounds rooted in financial services. This session will guide you on how to best attract and win women clients, while growing existing client relationships.
3.

Submit References

Willow requires both a peer and client reference. Willow also verifies that you are in good standing with regulatory bodies.
4.

Complete Your Willow Profile

Willow helps you create a bio and advisor page for clients to call and schedule introductory calls with you.

Program Benefits

  • Digital certificate badge
  • Quarterly practice management & best practice sharing sessions
  • Additional training & networking opportunities

$800 annually

*special pricing available for advisors 35 and younger

Enrollment Criteria & Requirements

To complete your certificate, you must:

1

SEC and BrokerCheck

Be in good standing with SEC and BrokerCheck
2

Pass the assesments

Watch three seminars and pass the assesment at the end of each
3

Rating

Receive an approval rating by a Willow Financial Life Coach and provide references from one peer at a different advisory firm
4

References

Provide one client reference from a client who you have been servicing for a minimum of one year attesting to your ability to serve Women clients
5

Yearly certification

To Maintain Certificate: Each year you will be required to complete at least one additional session with your Willow Coach and at least one CE training session as well as remain in good standing with all regulatory bodies.

Partners

Cetera

* Willow’s certificate programs are designed to give vetted financial advisors the tools and knowledge to best support specific groups of consumers. This is not a formal designation and there are restrictions as to how the advisor can message completion of the course in their public facing materials. Additional information can be found on our Frequently Asked Questions page.