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  • Guide To Careers In Financial Planning

    Guide to Careers in Financial Planning

    • Oct 4, 2021

    The Guide to Careers in Financial Planning provides students, recent graduates and career changers with information on starting and sustaining successful financial planning careers.

  • businesswoman in her office

    New Research Confirms Value of CFP® Certification to Female Advisors

    • Oct 5, 2021

    An independent study from Aite Group underscores the strengths and distinctive characteristics female CFP® professionals bring to wealth management practices and clients.

  • accountant checking receipts in her office

    Why Women Should Consider a Career in Financial Planning

    • Oct 5, 2021
    • Javacia Harris Bowser

    Could the financial planning industry offer women of color a more rewarding career? D.A. Abrams, managing director of the CFP Board Center for Financial Planning, thinks so.

  • characters working on laptops

    Career Guidance for Recent Graduates: Consider Financial Planning

    • Oct 5, 2021
    • Kevin R. Keller, CAE

    The financial planning profession is in a period of significant growth. The combination of an aging baby boomer generation, longer life spans and a shift away from traditional pensions means more Americans are looking for competent, ethical financial planning advice.

  • close-up of businessman explaining a financial pla

    Survey of CFP® Professionals Shows Continued High Satisfaction with Their Career Choice, CFP® Certification

    • Oct 5, 2021

    Certified Financial Planner Board of Standards, Inc. (CFP Board) recently announced findings from a survey of CERTIFIED FINANCIAL PLANNER™ professionals indicating that they are overwhelmingly satisfied with their career choice as a financial planner, and that the CFP® certification has a positive impact on their career.

  • students studying on field

    A Career in Financial Planning Offers Future Grads Opportunity, Fulfillment and Balance

    • Oct 5, 2021

    With school back in session, now is a good time for college students to consider their potential career options.

  • 5 Rituals That Will Change Your Work Life

    • Mar 29, 2021
    • The Wiley Network / Tara Trubela

    We spend most of our time at work. So, how can we make our work lives better with regards to our relationships, creativity, life transitions, and the unpredictable ebb and flow of the organization as a whole?   

  • How to Have a Positive, Life-Long Learning Perspective: Podcast

    • Mar 15, 2021
    • The Wiley Network / James Bowen

    In the era of Artificial Intelligence and automation, Hala Beisha discusses the adaptive requirements individuals need to be successful in the modern work environment.

  • How to Create a Powerful Cover Letter

    • Mar 1, 2021
    • The Wiley Network / Christine Romans

    You've got two minutes. Your cover letter has to hook the reader in the first sentence. After that, it needs a fast-paced and exciting narrative to pull the interviewer in.

  • Career Transitions into Financial Planning: New Year, New Opportunity

    • Feb 15, 2021

    Whether you’re early in your career or an accomplished professional looking to make a change, you might want to think about financial planning as the next stage of your career. Here’s what you need to know.

  • Financial Planning Forecast: Industry Trends to Consider for 2021

    • Feb 1, 2021

    After the unpredictability of 2020, financial planners should consider these trends in 2021.

  • U.S. News & World Report: Financial Advisor Overview

    • Jan 18, 2021

    Each January, U.S. News & World Report releases their annual Best Jobs report. Financial Advisor is consistently ranked among the top 10 Best Business Jobs.

  • Is a Career in Financial Planning in Your Future?

    • Jan 4, 2021
    • Dona Dezube

    People often confuse the role of a financial planner with other, similar jobs like a financial advisor. While there may be similarities between these jobs, there are some key differences.

  • U.S. News & World Report: How to Become a Financial Advisor at 40

    • Dec 7, 2020
    • U.S. News & World Report / Coryanne Hicks

    Becoming a financial advisor as a second career, especially becoming a financial advisor at 40, can be a great career decision.

  • Overcoming Watershed Events: CFP® Professionals Help Consumers Navigate Troubling Times

    • Nov 23, 2020

    Experienced CFP Board Ambassadors discuss how they helped their clients weather the worst economic storms of the past two decades.

  • Use This Strategy to Hit Your Interview Answers Out of the Park

    • Nov 9, 2020
    • Diversity in Research / Laura DeCarlo

    Studying is helpful when it comes to preparing for more than just exams. It’s a necessity if you want to do well in job interviews.

  • How to Get Your Certified Financial Planner® (CFP®)

    • Oct 26, 2020

    Administered by the Certified Financial Planner Board of Standards, Inc. (or CFP Board) the Certified Financial Planner (CFP) designation is the gold standard of the industry and demonstrates a financial planner’s commitment to education, professionalism, and client-centered planning.

  • Power Your Career in Finance

    • Sep 28, 2020

    Whether you’re considering a career in finance or already working in the financial services business, earning one of the many finance credentials will provide you with countless benefits, including better job prospects and professional credibility.

  • The Future is Unlimited: Career Paths You Can Take as a CFP® Professional

    • Sep 14, 2020

    The value behind CFP® certification extends far beyond the credibility that the CFP® mark conveys. The unique skill set and personal network CFP® professionals earn while pursuing CFP® certification establishes a critical foundation to build a successful career in this growing field.

  • CFP® Designation Overview

    • Aug 31, 2020

    After completing the Certified Financial Planner program coursework, candidates are then able to register to complete the CFP certification exam. The CFP® exam is administered in a 100% computer-based format during three eight-day testing windows each year in March, July, and November.