Resources for Job Seekers

Career Center

Resources for Job Seekers

Return-to-Work Internships


The CFP Board Center for Financial Planning, in partnership with career reentry firm iRelaunch, has created the Financial Planner Reentry Initiative to help financial services firms establish career pathways for experienced professionals seeking to reenter the workforce after a career break. Paid return-to-work internships will be offered to qualified individuals in 2017-18 in various locations around the country.  

Learn More

New Guide to Financial Planning Career Paths

A new, comprehensive guide offers firms with financial planner roles a wealth of knowledge relating to recruitment, training, career development and retention.

 The Financial Planning Career Paths: Building More Sustainable and Successful Businesses highlights the importance of career advancement to attract and retain the next generation of advisors. The guide is designed as a resource to help firms structure and communicate career path opportunities.

Learn more.

CFP Board Mentor Program

Find a mentor! CFP Board’s Mentor Program is aimed at helping all interested candidates in CFP® certification connect with existing CFP® professionals who can provide support and guidance through the certification process.

Learn more about CFP Board's Mentor Program

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

This infographic from CFP Board 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, 480KB]


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?

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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 

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

CFP Board Candidate Forum Logo

Looking for support on your path to CFP® certification? Join a dynamic conversation with other candidates in our community site.

Join the Conversation


More than 1,000 CE Sponsors have registered with CFP Board to provide continuing education.

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