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Found 9 articles

  • Webinar Panel

    Webinar: Building Your Financial Planning Career

    • Aug 11, 2023

    Are you a recently certified CFP® professional jobseeker, or candidate looking for experience? Our Career Center Team and experienced panelists tackled how you can leverage CFP Board’s Center for Financial Planning Career Center to advance your career.

  • Making a Career Change

    Webinar: Making a Career Change to Financial Planning

    • Nov 14, 2023

    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.

  • Climbing the Career Ladder

    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.

  • 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.

  • 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.

  • 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.

  • 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.