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The Collaborative WIM Initiative 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


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Wall Street Journal bestselling author Scott J. Miller! Together, we will discuss mentorship and leadership, in the context of diversity, equity, and inclusion -- and how it relates to female and diverse professionals. How can we seek mentorship? How can we be better mentors to others? And how does this inform our behaviors and leadership skills in a rapidly changing world?
Wednesday, April 13, 2022 hosted by CFA Society Atlanta and CFA Society Switzerland
4:00 pm EST
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Non-consensus thinking has resulted in breakthrough successes in science, sports, and silicon valley. Rupal shows how to apply it to the world of investing, to maximize returns while minimizing risk. She illustrates how misdiagnosing quality can be the mother of all mistakes or the motherlode of all opportunities and how patience is the smart move, not the slow one.

The Power and Payoff of Non-Consensus Investing, Featuring Rupal Bhansali
Tue, February 15, 2022 hosted by CFA Societies Saskatchewan and Okanagan, 4 PM- 5:30 PM EST
Registration Information
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In The Psychology of Money, award-winning author Morgan Housel shares 19 short stories exploring the strange ways people think about money and teaches you how to make better sense of one of life’s most important topics.
​The Psychology of Money
Wed, January 19, 2022 hosted by CFA Society Idaho
4 PM- 5:15 PM EST
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​Explore the broad outlook for female leaders in a post-pandemic environment when you attend this flagship year-end event, hosted by CFA Society New York as part of the Collaborative Women in Investment Management (WIM) Initiative.
The conversation will focus on the advancement of female leaders of all backgrounds, specifically drawing on the perspectives of women with long careers in the financial service industry and exploring how aspiring female leaders can look to elevate their careers to the executive level.

2022 Outlook for Female Leaders
Thursday, November 18
Registration Information

 2021 Collaborative WIM sponsors

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Don’t forget to follow the LinkedIn Collaborative WIM Initiative page!