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 Opening Late Spring 2023 

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 June 1, 2023.

 

 

Our 2023, 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 #EmbraceEquity while advancing women in financial services. Take a look back at the events of the day with us.

 

 

 

 

WOMEN WORKING IN WEALTH℠ WORKSHOPS: 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!
 

Thursday, March 30, 2023, at 8 PM EST

As part of our commitment to creating gender parity, our firm believes that money is power. Come close out Women’s History Month with exclusive access to a documentary called $AVVY. We will be hosting an exclusive virtual watch party as The American College Center for Women of Financial Services has secured a limited-access window to view the documentary. After you register for the event, we will provide access as well as all the details.

Women. Money. Freedom.

“We are in the middle of the greatest transfer of wealth on record. And that money is moving primarily into the hands of women.” 

 

 

 

Wednesday, May 17, 2023, at 2 PM EST

Please join us for the next installment of our \ series, “Women Working in Wealth℠ Workshop,” and learn about Leveraging the Five Realms of Emotional Intelligence On Wednesday, May 17, 2023, join special guest Layla Sweet–a retired United States Air Force officer, leadership development expert, and behavioral scientist. 

Learn how you can identify, understand, and implement the tenets of emotional intelligence to avoid derailing behaviors and build teamwork and trust in your work environment.

 

2022 Webcasts 

Introduction to Cryptocurrency, Cryptoassets, and Blockchain

Helping to Build a Pipeline of Women Working in Wealth

How to Navigate Difficult Client Conversations

 

2022 Women Working in Wealth℠ Workshops

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

From Shame to Service -Two mindset shifts you can make to find alignment as a financial advisor

 

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.