CFP Board’s Post

Not nearly enough but improving.

Rose Price, CFP®, AIF® discusses the importance of women finding a trusted mentor when entering the financial planning industry. This #womenshistorymonth, the women of VLP share their insights and advice for the next generation of financial advisors. #internationalwomensday #internationalwomensday2024 #financialadvisor #financialplanning #nextgeneration

Elizabeth Williams gives pointed advice for young women looking to enter the financial planning industry, completing the VLP #womenshistorymonth series! What advice would you share for the next generation of women financial advisors? #internationalwomensday2024 #financialplanning #financialadvisor #networking #nextgeneration

Are you a woman wanting to shape your family's legacy? Not sure where to start with estate planning? Planning your Will requires strategy for your family, finances, and priorities. Join this webinar specifically for women with Advisors With Purpose (AWP) to learn what women need to know about estate planning. 📆 May 23 🕛 5:30pm PST Register ➡️ https://ow.ly/vYWE50RAVkt #FinancialAdvisor #EstatePlanning #WillPlanning #FinancialAdvise

Looking forward to moderating a conversation on the wealth management industry’s readiness to manage women’s wealth. With women controlling more wealth than ever, we will be tackling widely held assumptions on what women want from advice with industry leaders at the Stockbrokers and Investment Advisers Association ‘s 2024 annual conference. Our panel : Kate Galvin, Rebecca Hill and Brad Gale #wealthmanagement #advice #womeninwealth

💡 Do you know how female-friendly your financial planning practice is? "There are blind spots," says Cary Carbonaro, CFP®MBA. 👇🏽 Hear her perspective on how firms can better serve the needs of women. #womenandwealth #financialplanning

This May, let’s celebrate and empower women to take charge of their financial destiny. Annette, as an Accredited Financial Counsellor, is dedicated to supporting women at every stage of their financial journey. 💪🌸 Start the conversation with Annette today at https://lnkd.in/gE9q_imd #TFSI4Money #financialmentor #financialcounsellor #financialsuccess #cashflowspecialist #divorcespecialist #moneycoach

Have you made a New Year's resolution? What about a professional New Year's resolution - something that you want your company to achieve in 2024. Perhaps, it should be the every financial services firm's aim to ensure they are signed up to the Women In Finance Charter this year. After all, its 2024! Why not revisit the our panel from the Women In Credit conference in 2023, to see why signing this charter will benefits not just the women who work in our sector, but our sector in its entirety. https://lnkd.in/e-XnZUj3

The Interim Budget 2024 was unveiled today. We've put together a spotlight on key highlights for MSMEs and women entrepreneurs, providing insights into what lies ahead. #budget2024 #msmes #womenentrepreneurs

Well said, Cary Carbonaro, CFP®MBA! 2030, as futuristic as it sounds, is just a few years away. The wealth shift is eminent... I'm owning my part in being the change I wish to see. Here's to more women in wealth helping women with their wealth. Happy Friday!! #womeninwealth #wealthmanagement #healthiswealth #financialhealth #financialplanning #selfcare