FINANCIAL PLANNING CAREER RESOURCES
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
Sign up Today for a Free CFP® Pro Career Studio
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Are you considering a career change and looking to create your professional future as a financial planner?
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A CFP® Pro Career Studio is your first step.
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During this live, three-part event, you will join others interested in financial planning and hear from CERTIFIED FINANCIAL PLANNER® professionals who changed careers – like me! You’ll learn why a career in financial planning is so rewarding; discover how to find the best role based on your prior experience; and act now to pave your career path to financial planning.
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Plus, those who attend all three parts of a CFP® Pro Career Studio have an opportunity to claim a seat to The 2025 Externship at the CFP Board discounted rate.
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Register now and join the first Studio event of 2025:
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May 6, 7, & 8 7:00 to 8:00 p.m. ET (best for those from an IT, Engineering, or Technology background)
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I’m headlining the return of this exciting program and I highly encourage you to join me. If you have any questions, please email workforce@cfpboard.org.