Guide to Careers in Financial Planning

CFP® Certificants in the News

CFP Board’s CENTER FOR FINANCIAL PLANNING publishes an intriguing series of insights into career paths for the new certificant, career changer, and even experienced certificants. These insights can be found in the GUIDE TO CAREERS IN FINANCIAL PLANNING.

The GUIDE identifies over six career paths, helps clarify the types of firms most likely to hire a certificant, and offers advice on choosing the right career path for the certificant. We recommend this GUIDE to new certificants, career changers, and even established financial planners considering new career paths. At the very least, it can give you a thoughtful baseline for starting or advancing your career as a financial planner.