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A Tool to Support Your Efforts
September 25, 2023
The Center for Women in Financial Services is committed to advancing women in financial services through research, education, and awareness. One of our goals is to enable collaboration among women in the industry. And that includes providing tools and resources for women and their allies to use to create a more inclusive industry.
The Women Working in Wealth℠ Workbook is one of those tools. It's divided into four main sections: Promote, Advance, Advocate, and Resources. Each part includes information, research, and practical ways to make a difference. See below for a summary of what’s included in the four sections of the workbook.
Section 1: Promote
Your Personal Brand
Women are often good at promoting their firms, services, teams, and others, but what about ourselves? When women gain confidence in elevating their voices and advocating for themselves, we acquire potent skills that we can use to mentor other women to do the same.
How to craft your "elevator pitch"
- How to talk about yourself with confidence
- Words to use and words to avoid
Role Clarity: Understanding what's expected
The terminology you need to know to help amplify gender equality.
Section 2: Advance
By connecting women with experienced leaders who can offer advice and advocacy, mentorship programs can help them overcome the barriers and biases that can impede their progress.
How to Facilitate a Mentoring Relationship
- Best Practices
Understanding the role of the Mentee
- Best Practices
The Business Case for More Women in the C-Suite
- Research has shown that growing the number of women in executive leadership positions leads to companies that are more profitable, more socially responsible, and that deliver better customer service experiences.
Section 3: Advocate
As an advocate you can help bring attention to the issue of gender equity in the financial services industry, and can help generate support and advocacy for change.
Becoming a Financial Education Advocate
Starting financial literacy education at early ages and with competent educators will raise a generation with enhanced skill sets to brave adulthood. Our ultimate goal is to start in middle school, when financial knowledge becomes more relevant. Educating students at this early point can change the whole trajectory of their futures.
- Junior high and high schools
- Colleges and universities
- How to Make an Effective Career Presentation
Advocating for Gender Parity
- Who to connect with
- Sample advocacy letter
How to be a proponent for financial education legislation
- Resources for building knowledge
- How to offer your help
- Sample letter to your representative
Section 4: Resources
Reimagine the Female Future in Financial Services
To truly reach equity, reimagining the female professional in financial services is needed to increase executive, C-suite, and board member positions held by women.
The Confidence that Comes From Knowledge
The American College of Financial Services offers you industry-recognized professional designations that enhance your prestige, knowledge, and skill set for the benefit of your clients, the financial services industry, and society as a whole.
Advisors Are Retiring: More Women Are Needed to Replace Them
- Statistics on the rapidly changing demographics of the next generation of financial professionals and the clients they will represent
Women Working in Wealth℠ Pledge
- Creating accountability for promoting, advancing, and advocating for women
History of Wall Street
- A brief overview of more than 300 years, of Including women's contributions
Next Steps: Reimagine the Female Future in Financial Services
- Only 5% of CEOs, 19% of the C-suite positions, and 21% of board seats are held by women
- But the pandemic reshaped the dialogue around work-life balance and created the opportunity for women to voice their expectations
Download the Women Working in Wealth℠ Workbook
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