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Webinar: Making a Career Change to Financial Planning

Career in Finance

If you are interested in a career in financial planning, you will find that this profession is eager to recruit your talent and energy – especially if you are a seasoned professional from a different industry. In fact, many employers actively seek out candidates with diverse professional backgrounds that can translate to successful careers in financial planning. Pursuing CFP® certification while making a career change sets you apart from your peers by ensuring that you are meeting the standard of excellence for financial planners. 

Webinar Objectives

  • Provide current and prospective career changers with the guidance and confidence to pursue financial planning and CFP® certification
  • Discuss how CFP® certification can lead to career growth and open even further opportunities
  • Empower participants to find career paths that align with transferrable skills from past careers

Moderator: Emily Dean, Manager of Talent Pipeline, CFP Board Center for Financial Planning


  • Bobby Lovgren, VP of Wealth Planning Development, RBC Wealth Management
  • John O. Nauss, CFP®, Sr. Director Wealth Management, TIAA
  • Jared Troutman, CFP®, Financial Planner & Owner of Being Financial within the Prudential network