Webinars
Found 11 articles
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Are you a recently certified CFP® professional jobseeker, or candidate looking for experience? Our Career Center Team and experienced panelists tackled how you can leverage CFP Board’s Center for Financial Planning Career Center to advance your career.
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CFP Board has seen impressive growth in the number of CERTIFIED FINANCIAL PLANNER® professionals in recent years as well as all-time highs for numbers of new women CFP® professionals. But there is still much to be done to welcome and support gender diversity in the financial planner workforce. Le...
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The financial services industry is not a monolith. And job seekers can pursue a variety of career paths. Whether viewers are students or career changers looking to enter the financial planning profession, or seasoned financial services professionals seeking their next role - this webinar is for a...
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Designed for current and prospective career changers seeking to start a new career in financial planning, this moderated discussion features a panel of experts who have changed careers as they share their journeys into financial planning. Panelists also share actionable advice and strategies to h...
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Webinar: Starting a Career in Financial Planning: Internships, Entry-Level Positions and Training...
5/17/2023
This panel discussion features a variety of employers discussing career tracks and training programs at their firms, including entry-level positions and internships. -
Hear from a range of Korn Ferry experts from pay and recruitment to organization design and strategy who will tell you the what, why and how to tackle the trends of 2022.
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The chair of the CFP Board talks about what she’s doing to preserve her organization’s brand and extend its reach.
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This panel features perspectives from a variety of employers in financial planning who share helpful career guidance and tips.
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A discussion on the CFP Board Center for Financial Planning’s guides.
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Webinar: Financial Planning as a Career
12/16/2021
Financial planners at various stages in their careers discuss the importance of diversity in their industry. -
CFP® certification indicates to the public your ability to provide financial planning unsupervised. To support this, CFP Board requires you to have the equivalent of three years full-time professional experience related to the financial planning process , or two years of apprenticeship experience...