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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.
Now is the perfect time to connect with these young generations to help optimize financial well-being and create decades-long relationships.
An independent study from Aite Group underscores the strengths and distinctive characteristics female CFP® professionals bring to wealth management practices and clients.
- 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.