What is the Circle of Excellence? 

The Circle of Excellence is an award reserved for the highest achievers within our organization and serves as a barometer of WIFS’ success as it continues to advance and support women in the financial services industry.


How Do I Apply?

Applications and supporting income verification documents are accepted until July 31. The qualifying level is determined via personal income documentation. Personal tax forms (1040, 1099, 1120, Schedule C or W2), with identifying information such as name and home address blacked out, must be submitted via mail, fax, or e-mail. Please note that letters from accountants, extensions/incomplete filings, other documentation, late or incomplete applications cannot be considered.


Click here to submit your application and qualifying documents for 2023!


Qualification Documentation

Qualification for Circle of Excellence is based on personal income. All Circle of Excellence registrants MUST be current members and provide proof of 2022 income. Personal tax forms (IRS forms 1040, 1099, 1120, Schedule C or W2) are the only acceptable forms of income verification. Written letters from accountants, K1 forms, business income or similar forms cannot be accepted. Protect your privacy: Sensitive data such as Social Security numbers and home addresses should be blacked out.


3 Ways to Qualify: Published, Unpublished or Anonymous

  • Published: Qualifiers receive a glass award. Your name and qualifying level WILL BE celebrated and recognized on the WIFS website, in programs, brochures, announcements, press releases, conference signage and name badge ribbons.
  • Unpublished: Qualifiers receive a glass award. Your name and qualifying level will be private and WILL NOT BE publicly celebrated or recognized in any WIFS communication.
  • Anonymous: Qualifier identity is completely unknown. You WILL NOT receive an award or any recognition. Your chapter will receive credit for your participation and your total income will be included in the tabulation of the total reported income for all 2023 Circle of Excellence Program qualifiers.


Award Levels (based on prior year's income)


Prior Year Income


$75,000 - $124,000


$125,00 - $249,000


$250,00 - $499,000


$500,000 - $749,000


$750,000 - $999,000