Corporate Roundup: CFP Board Launches Women’s Initiative, PensionBee Adds IRA Options

CFP Board Launches Women’s Initiative

CFP Board has announced the launch of Accelerate & WIN, a program designed to accelerate the growth, influence and leadership of women CFP professionals.

“Women’s moment in financial planning isn’t coming — it’s now,” said CFP Board Chair Liz Miller, CFP, CFA. “Accelerate & WIN won’t just open doors; it can reshape our profession.”

CFP Board will also host several women’s initiative webinars and a career-changers studio.

The first webinar, “Serving Women Clients: Addressing Unique Financial Challenges,” will be held on April 16 and will explore insights from recent CFP Board research and strategies for addressing the specific needs of women clients at every stage, whether they’re building wealth, managing life changes or navigating retirement.

A second webinar, “Women in Financial Planning,” will be held on October 25 and will feature interviews with women CFP professionals who will share their journeys into the industry, as well as key data points from recent CFP Board research.

Held in the fall, the CFP Pro Career Studio will be a live, three-part virtual event for women that aims to deepen potential career changers’ understanding of what financial planners do, answer questions through guidance from career changers and help them take their first steps to making a career change.

“Accelerating the growth of women in financial planning is about giving consumers the choice they deserve,” said CFP Board CEO Kevin R. Keller, CAE. “It equips the profession to meet the evolving needs of today’s clients.”

Accelerate & WIN will be led by Lisa Davis, JD, chief program officer and Jillien Meier, managing director of program development.