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  • Prospering Through Purpose: Careers in Personal Financial Planning

    • Aug 25, 2023
    • LinkedIn

    CFP Board CEO, Kevin R. Keller, CAE, published a LinkedIn article highlighting the purpose and prosperity of a career in financial planning including earning potential, a strong financial planning job market, flexibility and career satisfaction.

  • Webinar Panel

    Webinar: Building Your Financial Planning Career

    • Aug 11, 2023

    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.

  • Making a Career Change

    Webinar: Making a Career Change to Financial Planning

    • Nov 14, 2023

    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 help you stand out as you make a career change.

  • Climbing the Career Ladder

    Webinar: Starting a Career in Financial Planning: Internships, Entry-Level Positions and Training Programs

    • May 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.

  • Survey of Trends in the Financial Planning Industry 2022

    • Sep 28, 2022
    • College for Financial Planning

    The College for Financial Planning, a Kaplan Company, surveyed its graduates and Certified Financial Planning certificants for a glimpse into trends in the industry

  • How to Make the Most of Financial Planning Internships

    • Aug 23, 2022
    • Dawn A. Harris

    A high-impact internship can be an incredible asset to help young professionals stand out. Here are some actionable tips for financial planning interns to make the most out of this opportunity.

  • handshake

    The Most-Asked 100+ Finance Interview Questions With Answers [Bookmark Them!]

    • Aug 9, 2022
    • Shivangi Vatsal

    Given the competitive nature of the financial sector, you will want to be prepared for your interview, whether you are fresh out of college or have some years of experience. Here are some of the most common questions asked.

  • Best Entry-Level Finance Jobs for 2022

    • Jul 27, 2022
    • Troy Segal

    You may not walk into your dream job right away, but the good news is that finance is a vast industry, so when you’re in, there’s plenty of room to evolve, move around, and find your niche.

  • finance-professionals-working-together

    Most Prestigious Finance Internships

    • Jul 12, 2022

    An internship at the top banking and investment firms is highly competitive, given the opportunity to break into a high-paying field. 

  • job opportunity

    Defining the Skill Gap: How to Differentiate Yourself in a Competitive Job Market

    • Jun 28, 2022

    What are employers looking for in an entry-level job candidate, and how can you make yourself stand out?

  • work trends

    Future of Work Trends: The New Era of Humanity

    • Jun 14, 2022

    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.

  • young couple at financial planning consultation

    What Financial Planners Should Know About Millennial and Gen Z Clients

    • Jun 9, 2022

    Now is the perfect time to connect with these young generations to help optimize financial well-being and create decades-long relationships.

  • job resignation

    The Great Resignation: Challenges in Financial Recruitment

    • Apr 19, 2022
    • John Carson

    Learn how companies plan to attract top financial professionals in a disrupted market.

  • female financial planner

    Podcast: The Future of Certified Financial Planners with Kamila Elliott

    • Apr 8, 2022
    • David Muhlbaum, Sandra Block

    The chair of the CFP Board talks about what she’s doing to preserve her organization’s brand and extend its reach.

  • global certified financial planners

    Number of Certified Financial Planner Professionals Worldwide Tops 203,000

    • Apr 1, 2022

    Rate of growth of CFP professionals in 2021 double the previous year.

  • financial planners

    5 Pathways to a Rewarding Financial Planner Career

    • Mar 25, 2022

    Financial planning positions vary widely from one company to the next, and there are numerous ways to enter this in-demand profession.

  • climbing a career ladder

    I Changed Careers, and So Can You

    • Mar 18, 2022
    • Matt J. Goren

    Making the leap from psychologist to financial planner was challenging but worth it.

  • businessman using a digital tablet outdoors

    What Students and Career Changers Should Know About a Career in Financial Planning

    • Feb 16, 2022

    The CFP Board Center for Financial Planning’s latest career guide examines the diversity of career tracks and jobs available in the financial planning profession — and shares steps that new entrants can take to find the right opportunity.

  • calculating bills

    CFP® Certification: The Must-Have Credential for Advisors as Firms Increase Focus on Financial Planning

    • Feb 16, 2022

    Financial planning represents a way for financial advisors to differentiate their practices in an investment management space that has become increasingly commoditized.

  • business people sitting in a waiting area

    Webinar: Career Advice for Job Seekers in Financial Planning

    • Jan 7, 2022

    This panel features perspectives from a variety of employers in financial planning who share helpful career guidance and tips.