Women & Financial Planning

The Women & Financial Planning group focus on helping local women in Financial Planning advance their careers through mentoring, networking, social gathering and the opportunity to meet with like minded professionals at both the local and national level of the FPA. From a planning perspective investing, budgeting, earning and protecting one’s assets are financial management tasks that have no gender. Yet women often face different challenges than men do, and have different priorities and concerns, that can impact how they handle their finances: They typically live longer than men, earn less, are more apt to take time off from careers, and consider themselves more conservative and less knowledgeable when it comes to money—though that’s changing quickly.

Women and Finance Knowledge Circle

National meetings every other 2nd Tuesday at 1 pm ET Meet’s February, April, June, August, October and December. In person meetings are held at Annual Conference, Retreat and through the Knowledge Circle Summit Pre-cons.

  • Dial in is always: 1-205-201-1912 then after prompt, code *4705017#


CFP Board has seen impressive growth in the number of CFP® professionals in recent years. However, the percentage of women has remained flat at 23 percent for at least a decade.

To address this challenge head on, in 2013, CFP Board launched its Women’s Initiative (WIN) under the vision and leadership of Nancy Kistner, CFP®, then chair of CFP Board’s Board of Directors.

WIN‘s mission is to identify why relatively few women choose to become part of the financial planning profession, to make recommendations for encouraging and supporting women to pursue careers in financial planning, and to undertake efforts and campaigns to address the “feminine famine” in financial planning.

WIFS Women in Insurance & Financial Services.

WIFS is a non-profit organization founded in 1936 to deliver support, inspiration and tailored resources to members in insurance and financial services. We are the only industry organization focused on the needs of women

For more information and to get involved, contact Jessi Howe at [email protected]