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At The American College Center for Women in Financial Services, we pride ourselves on having excellent research that not only provides great insights into the industry, but with that research we advance, promote and empower women to excel in the industry. Take a look at our latest research projects and white papers to learn more about women in the Financial Services industry.
The Center for Women in Financial Services has had amazing tenure in the advancement of women in the industry. We have years’ worth of content and knowledge. Knowledge is power and you have access to our Vault of the excellent research that has been completed over the years.
Advisors’ Perceptions of Success: How Firms Can Align to Improve Outcomes
Submitted by admin on Thu, 2022-07-14 16:41
Released July 2022
Advisor turnover is one of the biggest challenges facing the financial services industry today. New research by the American College Center for Women in Financial Services uncovers how advisors define “success” beyond AUM, offering insights to help curtail turnover. Our Center for Women surveyed over 800 advisors on their definitions of success, what they feel powers that success, and what resources they need to succeed. The research identifies significant gender differences in several areas. See our insights now in this in-depth guide.
Women Working in Wealth
Stronger Together
Women working in financial services face unique challenges - challenges easier to overcome with support from other women. Welcome to a safe space built exclusively by women for women working in wealth.
We invite you to get to know your “neighbors” and develop meaningful connections with other women across the industry. Our online community is a private forum inaccessible by the public and protected behind a firewall, so you can feel free to come as you are. Ask questions, share experiences, and impart your wisdom - together, we can inspire, mentor, uncover solutions, and identify opportunities for gender parity in financial services.
WMCP® Scholarship is live now!
The Wealth Management Certified Professional® (WMCP®) Scholarship for the Advancement of Women in Financial Services is an unparalleled educational experience focused on transforming the way you approach wealth management through applied knowledge from core specialized content areas including building efficient investment portfolios, evaluating financial instruments, understanding complex planning strategies, and more. The full scholarship program is valued at $2,900.
WMCP scholars will complete the program as part of a cohort, and will learn from esteemed faculty at The American College. This scholarship is made possible by generous funding from The Women’s Center at The American College and for the second year, our partner, Ameritas.
Apply before July 15, 2022.
Our 2022 Women Working in Wealth Summit and Awards Ceremony was a great success, but it's just the beginning of our mission to continue the charge and #BreakTheBias while advancing women in financial services. Take a look back at the events of the day with us.
WEDNESDAYS WOMEN WORKING IN WEALTH: The Center for Women in Financial Services has created virtual workshops for industry leaders to find innovative ways to enhance their careers. These workshops stem from the Women Working in Wealth Summit and Workbook. Our approach to change includes personal development accompanied by inviting external stakeholders to create novel solutions. Secure your seat today!
Wednesday, September 14, 2022 at 2 PM EST
From Shame to Service -Two mindset shifts you can make to find alignment as a financial advisor
Lucila Williams, the founder of The Intentional Advisor, will share with you her journey from shame and embarrassment as an old-school product pusher to pride and a sense of service as an Advice-Based Financial Advisor. She will provide you with the two mindset shifts she made and give you tools to support you on your journey to deeper alignment as a financial advisor.
2022 Webcasts
Introduction to Cryptocurrency, Cryptoassets, and Blockchain
Helping to Build a Pipeline of Women Working in Wealth
2022 Wednesdays with Women Working in Wealth
Set Up! Workshop with Morton Wealth Herself by Leadership Team
Show Up! Workshop with Morton Wealth Herself by Leadership Team
Speak Up! Workshop with Morton Wealth Herself by Leadership Team - Coming Soon
2021 Webcasts
Creating Better Behavioral Finance Decisions for Clients Through Money Coaching
Taking Your Financial Services Firm to the Next Level
Leading with Empathy in Financial Services and Beyond
Achieving Gender Equity and Diversity in Leadership
How to Build a Personal Brand and a Better Business as a Female Financial Professional
Empowering Financial Professionals through Choice Management
Retirement Income Literacy for Women: Perspectives and Opportunities
Understanding Financial Planning Challenges Facing Modern Women
The Convergence: Special Needs Planning and Women
Succession Planning to Build a Firm That's Granddaughter-Approved
Let's Get Social
Creating Allies wherever you go!
In our ever-changing world, we developed social media platforms so that you can stay connected with advisors like yourself. The opportunity to connect on your platform of choice is available, as we need as many allies as possible. So, let’s get social.
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