By 2030, NextGen assets will have increased by 5x.
Become a CERTIFIED ADVISOR FOR NEXTGEN™
By 2030, NextGen assets will have increased by 5x.
Become a
CERTIFIED ADVISOR FOR NEXTGEN™
As Featured In
A CERTIFIED ADVISOR FOR NEXTGEN™ will:
- Receive specialized education and resources tailored to meet the needs of NextGen clients:
- CE-approved training*: 50-minute trainings to understand NextGen's unique needs and the steps to build a suitable wealth management plan
-
1-on-1 coaching session: Guides you on how you can best attract and win new NextGen clients, while growing existing NextGen relationships
- Willow Directory: A CERTIFIED FINANCIAL ADVISOR FOR NEXTGENTM , is featured in the Willow directory, designed exclusively to help women, NextGen, and other underrepresented investors match with a trusted advisor who meets their wealth management needs.
- Prove expertise and prior experience working with NextGen clients
- Demonstrate a commitment to the financial well-being of NextGen individuals
* 1 CE credit for: CFP®, CIMA®, CIMC®, RMA®, and CPWA®
Request more information about getting certified.
Financial advisors who partner with Willow set a new standard for personalized care and advice for clients. Learn more about how we can help you connect with and better serve women, next generation, and underrepresented clients here.
