In an effort to increase the number of women entering the financial profession, the Certified Financial Planner Board of Standards has announced the formation of the Women’s Initiative (WIN) Council.
According to the organization, WIN’s mission is threefold: to identify why relatively few women choose to become part of the financial planning profession; to make recommendations for encouraging and supporting women to pursue careers in financial planning; and to undertake efforts and campaigns to address the gender gap in financial planning.
Members of the inaugural WIN Council include: . . . Kate Holmes, CFP®, founder and CEO, Belmore Financial