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Webinar: Financial Planning Career Paths: Building and Sustaining a Successful Career

Published on: Dec 17, 2021

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Photo credit: Pressmaster/Shutterstock

This is the second in a series of three very informative career-focused sessions from the CFP Board's 4th Annual Diversity Summit and Career Fair held November 2021.

A discussion on the CFP Board Center for Financial Planning’s guides, "Financial Planning Career Paths: Building More Sustainable and Successful Businesses," and “Guide to Careers in Financial Planning,” and how firms recruit, onboard, and retain the next generation of financial planners.

Introduction: Eddy Demirovic, Director of Talent Pipeline, CFP Board Center for Financial Planning

Mark Tibergien, Independent Director, Pathstone; Chair, CFP Board Center for Financial Planning Workforce Development Committee

Ronald J. Adams, Vice President, Field Diversity & Inclusion, Northwestern Mutual; Michelle Balatero, CFP®, Assistant Vice President, Advisor Diversity & Inclusion, LPL Financial ; JoDee Klinker, Director of Talent Acquisition, Carson Group; Danielle Swancey, CFP®, Manager, Financial Advisor Development Program, Vanguard