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Found 45 articles

  • 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.

  • female applicant having job interview

    How to Excel in Interviews

    • Dec 23, 2021
    • Matt Craven

    Simply being able to talk confidently and authoritatively will not win the day when interviewing for a top job – there’s much more to it than that.

  • 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.

  • businessman's hand working with laptop

    The Importance of Personal Branding for Job Seekers

    • Dec 16, 2021
    • Matt Craven

    The term personal branding is bandied about on a regular basis, but what does it really mean?

  • 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.

  • online job application

    How to Optimize Your Resume for Recruitment Software

    • Dec 9, 2021
    • Matt Craven

    With over 75% of recruiters and employers now using recruitment software to select and manage applicants throughout the recruitment process, it’s crucial that your resume appeals to both humans and the “machines.”

  • 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.