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Found 24 articles

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Transitioning to Financial Planning: The Benefits of CFP® Certification

    • Aug 17, 2020
    • Dennis Gallant

    This Impact Report, commissioned by Certified Financial Planner Board of Standards Inc. and produced by Aite Group, identifies and quantifies differences between financial advisors who hold the CFP® certification and financial advisors who are not CFP® professionals.

  • What I wish I Knew at the Start of My Career: Insights from Successful Women CFP® Professionals

    • Aug 10, 2020

    While the world is experiencing an unprecedented disruption as a result of the COVID-19 outbreak, financial planners around the globe are leaning in to support their clients and their communities during these trying times.

  • 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.