By 2030, women will control $30 trillion.
Will they trust you to manage their wealth?
Become a CERTIFIED ADVISOR FOR WOMEN™
By 2030, women will control $30 trillion.
Will they trust you to manage their wealth?
Become a CERTIFIED ADVISOR FOR WOMEN™
As Featured In
A CERTIFIED ADVISOR FOR WOMEN™ will:
Receive specialized education and resources tailored to meet the needs of women:
CE-approved training*: 50-minute trainings to understand Women'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 women clients, while growing existing women client relationships
Willow Directory: A CERTIFIED FINANCIAL ADVISOR FOR WOMENTM, 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 women clients
Demonstrate a commitment to the financial well-being of women
* 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.
Willow helps financial professionals to acquire & grow business with Tomorrow’s Clients.