Search articles in Webinars

Found 7 articles

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  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.

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  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.

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  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.

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  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.

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  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.

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  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.

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  Experience Requirement for CFP® Certification Video

  • Aug 3, 2020
  • CFP Board

  CFP® certification indicates to the public your ability to provide financial planning unsupervised. To support this, CFP Board requires you to have the equivalent of three years full-time professional experience related to the financial planning process , or two years of apprenticeship experience that meets additional requirements.