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A Programship Dedicated to Black and Brown Financial Professionals

Introducing

RISE

Learn more ways we can work together and not only support Black and Brown Financial Service and Financial Technology Professionals, but also become successful allies in the community of finance, too!

Why RISE?

Built With Greatness Inside

Diversity among financial planners improved in 2021 though the industry remains one that leans heavily toward white men, according to statistics issued Wednesday by the Certified Financial Planner Board of Standards.


The group, which issues the certified financial planner designation, saw a pronounced uptick in female, Black and Hispanic practitioners last year. The number of Black financial planners grew by more than 10% from 2020; the growth rate was 15% for Hispanic CFPs and 4.2% for women. (*)


(*) CNBC Article: Diversity among financial planners improved in 2021 — but it still remains overwhelmingly white and male

How we help RISE Program Members

Being Seen

Our goal at Females and Finance is to put our RISE Programship members in spaces and places where they are more visible and called upon for their subject matter expertise.

Being Heard

Every voice is unique and as a RISE Programship member, we want your open feedback, event participation, and will provide ways for you to share with the finance community at-large.

Being Here

We provide a safe space and platform and believe it's important to have both Women Financial Professionals and Allies working together for change to happen.

Four Pillars of Promise

Each of our Programships at Females and Finance comes with a focused action plan.

REACH

We expect FinServ and FinTech to think beyond traditional communication methods and truly reach everyone.

INTERCONNECTEDNESS

We will find ways to join forces with other organizations and programs who are supporting Black and Brown financials to bring interconnected learning and support.

SOLUTIONS-BASED

We believe in solutions-based learning around what to do and what not to do when it comes to DEI needs and action plans.

EMOTIONALLY SAFE

We provide an emotionally safe space to share and talk openly about change, challenges, and allyship.

Meet our RISE Executive Advisor...

Stoy Hall, CFP®

Females and Finance is proud to work closely with our Male Ally Network™ and RISE Executive Advisor, Stoy Hall, CFP® of Black Mammoth Wealth Management to provide guidance around the necessary Roundtable Topics, Advisor Courses, webinars, speakers, and more when it comes to supporting Black and Brown Professionals in Finance.


Feel free to connect with Stoy on our RISE Programship or any other member in the Females and Finance Network. 


Help Us Make Financial Services Stronger!

We look forward to working with you!

Join Today!

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©2024 by Females and Finance®, LLC

1110 Stonebridge Drive, Fenton, MO 63026

Call/Text | ‪(636) 377-0377

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