The Center for Women in Financial Services | The American College of Financial Services coe_page cb17 coe banner 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. About the Center View Insights and Announcements cb12 repeater New Research Onboarding Gen Z Study Within the next decade, 37% of today’s advisors will retire, creating urgent demand for new talent. Get key insights to strengthen recruiting, interviewing, and onboarding for Gen Z professionals. Explore the Findings cb12 repeater Women Working in Wealth SM 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. Get the Workbook cb19 icon list 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.” Download Now Increase Awareness With Research The Center focuses on research to advance conversations on industry perceptions and actions to stimulate sustainable change. View Latest Research Promote Access to Designations We create pathways to applied knowledge — the gateway to the future of financial advice — through generous partner scholarships. View Scholarships 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. cb9 features resources - V1 The Center’s Latest See All Resources View By New View By Trending View By Popular Podcasts Continuing the Representation Conversation in Financial Services In a legal and political environment where the future of efforts around representation are uncertain, how can financial professionals and business leaders push the conversation forward? By Lindsey Lewis September 25, 2025 Insights Women’s History Month 2026 Lindsey Lewis, MBA, ChFC®, CFP®, is managing director and chair of the American College Center for Women in Financial Services. By Lindsey Lewis March 18, 2026 Research 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. By Lindsey Lewis October 14, 2024 01 03 cb20 footer cta 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. Give to the Center cb23 donor tiers Meet Our Donors Center Founding Partner & Sponsor cb23 donor tiers Our Partners in Philanthropy National Strategic Philanthropic Partners National Philanthropic Partners footnotes Cerulli Associates. Taking Control: Exploring Independence. 2022.