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.
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
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*
Complete Three Video Trainings
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®
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 new women clients, while growing existing client relationships.
Submit References
Willow requires both a peer and client reference. Willow also verifies that you are in good standing with regulatory bodies.
Complete Your Willow Profile
Willow helps you create a bio and advisor page for clients to call and schedule introductory calls with you.
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
“...your process is excellent and user interface is easy. Well thought-through and impressive…”
“I think this is such necessary training that all advisors, regardless of who they serve, would benefit from taking.”
“I am so excited to be a Willow certified advisor! Serving women and their families is half of my mission…and has always been part of my "why" in doing this work.”
“I thought it was very simple - the 3 webinars, the quizzes at the end… my coaching call… & then the references– it was so easy!”
“Willow is helping us gain a larger portion of our client’s outside assets.”
“Willow helped my team retain a divorcing client amid an extremely challenging period.”
“Willow is helping me win new women and next-generation clients.”