Resources for Job Seekers

Career Center

Resources for Job Seekers

CFP Board Online Career Fair

Join us for the CFP Board Online Career Fair on Wednesday, April 19, 2017. Our cloud-based platform will connect individuals directly with financial services organizations seeking new talent through 1-on-1 text-based and video chats. Make connections to further your career in financial planning, or find new talent for your organization!

CFP Board Online Career Fair
Wednesday, April 19, 2017
1:00 p.m.–5:00 p.m. Eastern Time

Register for the CFP Board Online Career Fair

CFP Board Online Career Fair | April 19, 2017


Upcoming Webinar:
Stand Out from the Crowd: Build Your Personal Brand

What is your personal brand? Branding yourself means to develop a unique professional identity and coherent message that sets you apart from others either in your company or in your industry. Join Dr. Lisa Andrews, Manager of the Career Center at CFP Board, for an informative webinar detailing the best strategies and practices for building your personal brand.

Career Center Webinar: Build Your Personal Brand
Wednesday, March 29, 2017
12:00 p.m.–1:00 p.m. Eastern Time

Register to Attend

Do you need the assistance of a career coach?

Dr. Lisa Andrews is available to critique your resume and advise you on your job search. To make an appointment, call 202-379-2213 or email

Dr. Lisa Andrews, Manager, CFP Board Career Center

Recorded Webinar: Successful Salary Negotiation Strategies

Before you accept a job offer, make sure you are getting the compensation package you deserve.

In this recorded webinar, Dr. Lisa Andrews, Manager of CFP Board's Career Center, reviews tips and techniques designed to help you successfully negotiate your salary and benefits package.

Recorded Webinars for Job Seekers

The CFP Board Career Center hosts regular webinars offering insight and advice to assist job seekers in the financial planning industry in developing their careers. These webinars are archived as an online resource for job seekers unable to attend, and for those attendees that wish to review the information.

View the Recorded Webinars

Financial Planning Career Path

A new CFP Board infographic details the opportunities available to job seekers through our online Career Center. Learn about important trends and resources for those seeking to advance their career in the financial planning industry.

Download the Financial Planning Career Path Infographic [PDF, 599K]


The Milton Stern Scholars Fund

The Milton Stern Scholars Fund (MSSF) is a scholarship program that honors Milton Stern’s memory, professionalism, and contributions to the financial planning profession under the CFP Board Center for Financial Planning. The purpose of the MSSF is to offer scholarships for students seeking to complete a CFP Board Registered Certificate Program, which then qualifies the student to sit for the CFP® exam.

Access Scholarship Opportunities

The Paths to Fulfilling the Experience Requirement for CFP® Certification

As you plan your career, there are many ways to attain the experience required for CFP® certification. Hear some CERTIFIED FINANCIAL PLANNER™ professionals talk about the paths they chose.

Learn more about the Experience Requirement for CFP® Certification

Have you landed a job with help from the CFP Board Career Center?

Share your story with us


Helpful Articles and Resources

As you search for positions in the financial services industry, here are some helpful resources to guide you:

About the Financial Planning Profession

Finding Jobs or Internships
A systematic approach to finding career opportunities that are right for you.

Developing an Effective Resume
Prepare your job search toolkit with an effective resume.

Preparing for an Interview
Look at these tips before stepping into your job interview.

Information for Career Changers
Are you making a transition in your career?  Read on.

Self Assessment (DOC, 32KB)
Why this important step in your job search should never be overlooked.

Becoming a CFP® Professional
Guide to CFP® Certification
Create Your CFP Board Account
Find a CFP Board-Registered Education Program
Taking the CFP® Exam
Gaining Professional Experience 


We’re available to answer your questions about the CFP Board Career Center, provide suggestions for refining your job search, and discuss your career path and the important role CFP® certification can play.  Contact Lisa Andrews, CFP Board’s Manager of Career Services, at or 202-379-2213.

On Twitter? 

Twitter logoFollow @CFPCareers for the latest job postings and updates from the CFP Board Career Center. 

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