Willow Certification for Financial Advisors

In-Person & Virtual Advisor Events

Willow is pleased to offer an array of comprehensive advisor training and event services for continuing education (CE) credits for CFP®, CIMA®, CIMC®, RMA®, and CPWA®

Willow CE seminars are designed to:

Help advisors learn how to grow trusted relationships with tomorrow’s investors

Better support clients navigating life journeys and transitions.

Training Programs

Empowering Women Investors

Engaging NextGen Investors

Supporting the growth of Women Entrepreneurs

Helping Clients Navigate Divorce

Supporting Widowed Clients

Engaging LGBTQ+ Investors

Empowering Latino, Black and/or Asian Investors

A program customized to your audience’s needs

Individual event prices start at $2,500. Click here for a full list of event topics.

What Our Clients Say

“Yesterday’s Zoom session was a home run! I don’t think I can recall a time where we received such overwhelming feedback on an educational session.”

“After attending, I have greater confidence in my ability to support widowed clients.”

“Again, great job! I think your presentation was very informative and your visuals were great. I also appreciate your easy to digest takeaway sheet.”

"Willow’s presentation received the highest feedback of all the educational sessions from advisors at the event."