Certification - Willow

Demonstrate Your Expertise Advising Tomorrow’s Clients

Women – NextGen – Underrepresented Groups

Tomorrow’s Clients

Will Control Wealth

An estimated $59 trillion will be passed down from Baby Boomers to their spouses and heirs in the next 40 years. – McKinsey & Co. 2020

$30T

CONTROLLED

BY WOMEN

By 2030, women will control an estimated $30T. 80-90% will become solely responsible for their finances.

NET WORTH

GROWTH

By 2030, Millennials will hold 5x as much wealth as they do today. Gen Z’s income is projected to be $33T.

+50%

OF THE

POPULATION

By 2044, the groups currently referred to as minorities will collectively become the majority in the U.S.

Willow’s certification prepares financial advisors to acquire & grow trusted relationships with tomorrow’s clients.

Certification Process

Complete three video CE trainings

Willow’s 50-minute trainings are each eligible for 1 CE credit for: CFP®, CIMA®, CIMC®, RMA®, and CPWA®. Complete Integrating Coaching into your Practice, Supporting the Unique Needs of Women Investors, and one training of your choice.

Receive one coaching session

Willow’s Financial Life Coaches are highly qualified with backgrounds rooted in financial services. This coaching session focuses on how you can best attract new clients, better support and grow relationships with your existing clients, and retain the heirs.

Submit client and peer reference

Submit two references through a short, easy to complete form. One from a financial advisory client who you have served for at least one year. The second from a financial advisor at another firm. Willow will also confirm you are in good standing with regulatory bodies.

Join the directory

Willow’s Financial Advisor Directory showcases advisors certified to serve New Majority clientele. Willow helps you create a New Majority-friendly biography for your custom web page where prospects can contact and schedule introductory calls with you.

CERTIFICATION

$1,200

Become a Willow Certified Financial Advisor^TM
Semi-annual Peer Best Practice Sharing
Semi-annual DEI Leadership Training
Training & networking for advisors under 30
Annual directory fee included ($400 savings)

CERTIFICATION

$1,200

Become a Willow Certified Financial Advisor^TM
Semi-annual DEI Leadership Training
Semi-annual Peer Best Practice Sharing
Training & networking for advisors under 30
Annual directory fee included ($400 savings)

“Willow’s platform helps advisors meet the ever-changing needs of and authentically support tomorrow’s clients.”

Elizabeth Koehler, CFA

Managing Director, U.S. Wealth Advisor Engagement