Search articles in Career Paths in Financial Planning

Found 27 articles

  • 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.

  • 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.

  • 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.

  • hands holding pencil and pressing calculator

    Webinar: Financial Planning Career Paths: Building and Sustaining a Successful Career

    • Dec 17, 2021

    A discussion on the CFP Board Center for Financial Planning’s guides.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.