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 featured in the Willow Directory and 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.


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

Our Certificate Program is Simple and Convenient

Certificate Process*

50-minute CE-approved trainings* to understand women’s unique needs and the steps to build a suitable wealth management plan.

*1 CE credit for: CFP®, CIMA®, CIMC®, RMA®, and CPWA®

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 new women clients, while growing existing client relationships.

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

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

Program Benefits

$800 annually

*special pricing available for advisors 35 and younger

Enrollment Criteria & Requirements

To complete your certificate, you must:

Be in good standing with SEC and BrokerCheck

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

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

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

Complete a minimum of one CE credit on platform each year to maintain certificate

*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.

What Our Clients Say