Our mission is to attract, develop and engage the most promising women leaders in order to grow and strengthen the financial advisory profession and better represent the diverse clients we serve
Our core initiatives
Education – Teach more women about the financial advisory profession as a rewarding career option.
Engagement – Advocate for the financial advisory profession by providing opportunities and information to women considering careers in financial planning.
Leadership – Encourage men and women to mentor, support and advise women regarding a financial advisory career path and to advocate publicly for the profession.