Center for Women in Financial Services
Advancing Women in the Profession
The American College Center for Women in Financial Services promotes gender parity in the profession through meaningful connections, research, and signature events.
New Research
Onboarding Gen Z Study
Within the next decade, 37% of today’s advisors will retire, creating urgent demand for new talent.1 Get key insights to strengthen recruiting, interviewing, and onboarding for Gen Z professionals.
Women Working in WealthSM Workbook
Promoting Mentorship and Action to Advance Women
The Women Working in Wealth℠ Workbook is a tool women and their allies can use to create a more inclusive profession. It's divided into four main sections: Promote, Advance, Advocate, and Resources. Each part includes information, research, and practical ways to make a difference.
What You Can Do
Develop Knowledge and Know-How
Advancing women in financial services can be daunting. Our Women Working in Wealth® Workbook serves as an industry “how-to.”
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Increase Awareness With Research
The Center focuses on research to advance conversations on industry perceptions and actions to stimulate sustainable change.
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Promote Access to Designations
We create pathways to applied knowledge — the gateway to the future of financial advice — through generous partner scholarships.
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Connect With Our Community
Connect with women working in wealth and our allies as we present new opportunities to advance women. Get on our newsletter list.
Learn MoreThe Center’s Latest
Insights
Closing the Advisor Gap: Insights From the Onboarding Gen Z Study
Findings from the Onboarding Gen Z Study offer an inside look at the career experiences of the most demographically diverse generation.
November 04, 2025
Insights
Lindsey Lewis Discusses Development of Next-Gen Financial Professionals
In an article for Financial Advisor Magazine, Lindsey Lewis, MBA, CFP®, ChFC® explores ways the financial services industry can evolve to serve a new generation of professionals.
November 13, 2024
Podcasts
How Diversity Enhances Financial Services
With Hispanic Heritage Month taking place through September and October, we’re taking this opportunity to explore diverse communities and how financial professionals can better meet their needs.
October 14, 2024
Insights
FinServe Ambassador Charts Career-Changing Drive to Serve
The power of the financial services industry to transform lives and career paths is often remarked upon by those who have chosen it – and this power is clear in the career trajectory of College…
October 04, 2024
On-Demand Webcasts
Exploring the Wealth Gap and Strategies to Combat It
Join this webcast hosted by the American College Center for Women in Financial Services along with media partner Financial Advisor Magazine and collaboration partner SER Latin@ Summit.
August 27, 2024
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Advocacy in Action
Your contributions demonstrate your commitment to narrow the gender gap in financial services and better serve and support all women in their pursuit of financial security.
Meet Our Donors
Center Founding Partner & Sponsor
Our Partners in Philanthropy
National Strategic Philanthropic Partners
National Philanthropic Partners
1 Cerulli Associates. Taking Control: Exploring Independence. 2022.