The Women Working in Wealth℠ Workbook is one of those tools. It's divided into four main sections: Promote, Advance, Advocate, and Resources. Each part includes information, research, and practical ways to make a difference. See below for a summary of what’s included in the four sections of the workbook.

Section 1: Promote

Your Personal Brand 
Women are often good at promoting their firms, services, teams, and others, but what about ourselves? When women gain confidence in elevating their voices and advocating for themselves, we acquire potent skills that we can use to mentor other women to do the same. 

How to craft your "elevator pitch" 

• How to talk about yourself with confidence 
• Words to use and words to avoid

Role Clarity: Understanding what's expected 
The terminology you need to know to help amplify gender equality. 

• Mentorship 
• Sponsorship 
• Allies

Section 2: Advance

By connecting women with experienced leaders who can offer advice and advocacy, mentorship programs can help them overcome the barriers and biases that can impede their progress.  

How to Facilitate a Mentoring Relationship 

• Expectations 
• Best Practices 
• Impacts 

Understanding the role of the Mentee 

• Expectations 
• Best Practices 

The Business Case for More Women in the C-Suite 

• Research has shown that growing the number of women in executive leadership positions leads to companies that are more profitable, more socially responsible, and that deliver better customer service experiences.

Section 3: Advocate

As an advocate you can help bring attention to the issue of gender equity in the financial services industry, and can help generate support and advocacy for change. 

Becoming a Financial Education Advocate 

Starting financial literacy education at early ages and with competent educators will raise a generation with enhanced skill sets to brave adulthood. Our ultimate goal is to start in middle school, when financial knowledge becomes more relevant. Educating students at this early point can change the whole trajectory of their futures. 

• Junior high and high schools 
• Colleges and universities 
• How to Make an Effective Career Presentation 
   

Advocating for Gender Parity 

• Who to connect with 
• Sample advocacy letter 
   

How to be a proponent for financial education legislation 

• Resources for building knowledge 
• How to offer your help 
• Sample letter to your representative

Section 4: Resources

Reimagine the Female Future in Financial Services

To truly reach equity, reimagining the female professional in financial services is needed to increase executive, C-suite, and board member positions held by women.

The Confidence that Comes From Knowledge

The American College of Financial Services offers you industry-recognized professional designations that enhance your prestige, knowledge, and skill set for the benefit of your clients, the financial services industry, and society as a whole.

Advisors Are Retiring: More Women Are Needed to Replace Them 

• Statistics on the rapidly changing demographics of the next generation of financial professionals and the clients they will represent 

Women Working in Wealth℠ Pledge 

• Creating accountability for promoting, advancing, and advocating for women 

History of Wall Street 

• A brief overview of more than 300 years, of Including women's contributions

Next Steps: Reimagine the Female Future in Financial Services 

• Only 5% of CEOs, 19% of the C-suite positions, and 21% of board seats are held by women 
• But the pandemic reshaped the dialogue around work-life balance and created the opportunity for women to voice their expectations

Download the Women Working in Wealth℠ Workbook

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KING OF PRUSSIA, PA – September 7, 2023 – The Annual Clambake & Soldier-Citizen Award Ceremony, hosted by The American College of Financial Services and the American College Center for Military and Veterans Affairs, and supported by the Center’s founding sponsor and partner, Penn Mutual, will take place September 21, 2023, at the National Constitution Center in Philadelphia, Pennsylvania. The event, which is celebrating its ninth year, transforms the lives of active-duty, guard, reserve members, veterans, and their spouses by raising money for full scholarships for professional designations and degree programs offered by The College.

“We’ve been here for military families for over 10 years, with roots that go much deeper, offering life-changing career transition support and opportunities for those who have honorably served in the Armed Forces," said Jim Roy, #16 CMSAF, USAF (Ret.), Executive Director of the Center for Military and Veterans Affairs. "We couldn’t do the work we do without the impactful donations of partners, organizations and individuals. This event is a celebration of that support and an opportunity to honor those who serve.”

The event features a patriotic, informative, and moving program, highlighting the work of the Center and the promise of the veterans and service members it serves. The cornerstone of the Clambake is The American College Soldier-Citizen Award, established in 2014 to recognize individuals in the financial services industry who have made significant contributions to the United States military, their community, and our society. The award aims to celebrate sacrifice, success, and service. The 2023 Soldier Citizen Award Recipient is Admiral Michael G. Mullen, USN (Ret.)

“Admiral Mike Mullen truly exemplifies the values of a soldier and a citizen. As a soldier, he has given over 40 years of military service to our nation at the highest levels of leadership,” said John M. Howard, Chairperson of the Board of Trustees of The American College of Financial Services. “As a citizen, he has done significant work in the financial services industry, held numerous board positions with for-profit and nonprofit organizations, taught national security decision-making policy, ethics, and leadership, and has received many distinguished awards. Much of his work with non-profit organizations is related to assisting military veterans and their families. It was an honor to nominate Admiral Mullen for this award in recognition of his sacrifice, success, and service.”

Admiral Mullen is President of MGM Consulting, which counsels global clients on related issues to geo-political developments, national security interests, and strategic leadership. He served as the 28th Chief of Naval Operations from 2005–2007 and the 17th Chairman of the U.S. Joint Chiefs of Staff for Presidents Bush and Obama from 2007 to 2011. He led the military during a critical time of change and transition.  Admiral Mullen advanced the rapid fielding of innovative technologies, championed emerging and enduring global partnerships, and promoted new methods for countering terrorism. After his retirement from the United States Navy in November 2011 after 43 years of honorable service, Admiral Mullen joined the corporate boards of General Motors from 2013–2018 and Sprint from 2013–2019. He serves on numerous boards, including Bloomberg Philanthropies, Naval Academy Foundation, Naval Postgraduate School Foundation, and a wide array of nonprofit organizations dedicated to improving the growth, development, recovery, and transition of military veterans and their families.

This year’s Clambake will be emceed by Tracey C. Jones, MBA, PhD, Center Advisory Council Chair, author, speaker, veteran, publisher, podcaster, and international leadership expert, who currently serves as president of Tremendous Leadership and T3 Solutions. The Center for Military and Veterans Affairs has experienced robust growth since its launch in 2012 thanks to generous support from corporate and private donors, and many members of the military community. The annual Clambake & Soldier-Citizen Award Ceremony continues to generate professional interest and garner financial support for the important mission of the Center.

The following morning, on September 22, 2023, the Military Center will host a Leadership Symposium, "Bridging the Gap in an Ever-Changing World", that includes a panel of distinguished leaders from academics, business, and the military. The panel will be followed by the annual Maury Stewart Lecture, supported by Center Founding Partner and Sponsor Penn Mutual Life Insurance Company. The lecture, which engages the most notable individuals from diverse disciplines to address themes and issues critical to leadership development in the financial services profession, will be delivered by marquee speaker Colonel Nicole Malachowski, USAF (Ret.) on the subject Harnessing Headwinds: Successfully Navigating Change & Adversity. She is a combat veteran and the first woman pilot on the Thunderbirds Air Demonstration Squadron.

Join the Center’s work to empower those who serve with the gift of knowledge, education, and career transition opportunities. Make your gift today at TheAmericanCollege.edu/Veterans.

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ABOUT THE AMERICAN COLLEGE OF FINANCIAL SERVICES   
Founded in 1927, The American College of Financial Services is the nation’s largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College’s faculty represents some of the foremost thought leaders in the financial services industry. Visit TheAmericanCollege.edu and connect with us on LinkedIn, Twitter, Instagram, Facebook, and YouTube. Discover all the ways you can expand your opportunities with us.

Contacts:

Sarah Tremallo 
908-967-0381 / stremallo@jconnelly.com  

Lindsey Allumbaugh 
678-643-1310 / lindsey.allumbaugh@theamericancollege.edu