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This collaboration is modeled after the CFA Institute Women In Investment (WIM) Initiative. CFA societies and FPA chapters around the country have joined efforts to further our shared goals of inclusion and diversity in capitalism. This is a grassroots campaign:
•  To empower female professionals across all facets of the finance industry
•  To support the advancement and development of female leaders, as well as to celebrate their accomplishments
•  To establish a broad-based community and share resources to promote our shared vision
•  To create demand for diversity


The collaborative has expanded to include of 52 societies across the country, with a combine member base exceeding 43,000 and growing.


Despite immense progress towards diversity, the reality remains that there are still relatively few women in senior leadership roles and event fewer minority women.  This means that women often lack the natural mentorship and sponsorship that tends to take place at the middle and senior levels, necessitating that they work harder to establish their own support network.

Women, as the minority in the finance industry globally (regardless of country and geography), are the universal diversifier.

We see the new world of virtual programming as an opportunity—to build a broader community that is geography-agnostic, to share resources and information for the ultimate benefit of our combined member base, and to create high quality programming that celebrates the accomplishments of female leaders, while empowering each of our members in their personal career journey.

Our initial goal with this collaboration is:

  • To create a unique program series that provides exceptional professional development guidance and showcases talented, accomplished female leaders in the finance industry;

  • To co-market high quality programming of the participants of this collaboration, in the same vein 

  • To offer valuable networking opportunities for our member base

Elevating and showcasing talented, accomplished women has a powerful impact on the diversity dialogue. To see that women from all backgrounds and cultures can and do succeed at the highest levels of finance can be both empowering to other female professionals and inspiring to those who come after us. We hope that this initiative will help to inspire young female professionals to shoot for the highest positions of leadership within their organizations.

Establishing a support network is critical to career success and perhaps more important than ever as many of us adjust to a virtual work environment. This collaboration will enable enhanced networking opportunities at all levels and facilitate the formation of a peer support system for members.


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May 17, 2021
A Discussion on Diversity and Inclusion in the Asset Management Industry
Hosted by CFA Society South Florida

Register Online

May 19, 2021
"Go with the Flo: A Q&Q with Tricia Griffith"
Hosted by CFA Society Cleveland

Register Online

August 5, 2021
Q3 WIM Book Club: "Think for Yourself: Restoring Common Sense in an Age of Experts and Artificial Intelligence"
Hosted by CFA Society Orange County and CFA Society Ukraine

Registration Coming Soon!

September 9, 2021
"Money and Its' Mind Games: Women, Money, and Power"
Hosted by CFA Society Oklahoma

Registration Coming Soon!

​ ​​2021 Collaborative WIM Sponsors
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​Annual Platinum Sponsors

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Annual Virtual Networking Sponsor

​Spring 2021 Educational Programming Sponsor

Spring 2021 Virtual Social Networking Sponsor

Summer 2021 Educational Programming Sponsor

Fall 2021 Educational
Programming Sponsor