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.
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