A Whole Family Advisor® Elective Course designed to help advisors more effectively serve their disengaged female clients. Approved for 3.5 CFP®️, 3.5 CIMA®️, 3.5 CPWA®️, 3.5 CIMC®️, and 3.5 RMA®️ CE Credits.
Our Resource Hub is an ever-growing abundance of videos, podcasts, articles, tools, and more for our Advisor Members. With over 120 resources available to our members, we hope that this index will inspire you as you explore our most popular resources.
"As an Advisor, you are in a key position to instill financial confidence in females and prepare them to take control of their finances."
Excerpt from Inspiring Females to Financial Confidence