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FINANCIAL PLANNING CAREER RESOURCES

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Many folks helped me find my dream job as an associate financial planner. To pay it forward, here's a constantly updated list of career resources for financial planners and aspiring financial planners. I hope it's helpful! If you'd like to learn more about my story, here's my CFP Board Candidate Forum blog post: "A Former IT Engineer's Path to CFP® Certification" by Wilson (Guo) Liu

I. CAREERS — There's no "one size fits all" path to joining the financial planning industry. Find what works best for you.

II. CERTIFIED FINANCIAL PLANNER® PROFESSIONAL — Find out more about the financial planning "gold standard" CFP® certification.

III. SCHOLARSHIPS — Financial aid to help pay for your financial planning education, CFP® certification, conferences, and more.

IV. JOB SEARCH — Look for financial planning-specific positions: In-person, 100% virtual, part-time, full-time, and everything in between.

V. NETWORKING — Join the supportive and welcoming financial planning community. Finding your people makes your journey easier!

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©2024 Wilson Liu Financial

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