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Search articles in Advancing Your Career in Financial Planning

Found 21 articles

  • 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.

  • career change journey

    Taking the Leap into Financial Planning

    • Mar 2, 2024
    • Jill on the Money

    On this recent episode of Jill on Money, Jill Schlesinger, CFP® and Mark Talercio, CFP® talk with Jeff, who is considering a career change from teaching to financial planning.

  • 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.

  • 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?

  • 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.

  • 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.

  • 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.

  • businessman explaining a financial plan

    Webinar: Financial Planning as a Career

    • Dec 16, 2021

    Financial planners at various stages in their careers discuss the importance of diversity in their industry.

  • 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.

  • Your Finance Career: What You Need to Know

    • Aug 24, 2020

    The finance industry is seeing unprecedented growth, in the U.S. and around the world. And the industry extends far beyond Wall Street investment banks with professionals working in insurance, risk management, compliance, government, and a host of other areas.

  • Financial Planning Career Paths: Building More Sustainable and Successful Businesses

    • Aug 7, 2020

    Jointly developed by CFP Board’s Center for Financial Planning and BNY Mellon’s Pershing—with the Ensemble Practice, TD Ameritrade, Northwestern Mutual, Envestnet and Charles Schwab—the Career Paths Guide serves as a roadmap for firms and young professionals who are navigating financial planning careers.

  • What is a CERTIFIED FINANCIAL PLANNER™ (CFP® Professional)?

    • Aug 6, 2020
    • Wiley Efficient Learning

    As the name suggests, financial planners help their clients, generally, individuals or business owners, reach their financial goals. To remain current with the latest investment strategies and products, financial planners must be serious about ongoing professional education.