March 2026 CFP® Pro Career Studio

Where Money Meets Purpose: Experience & Guidance from CFP® professional career changers.

This March, our CFP® Pro Career Studio will feature two CFP® professionals, Chris Mastero, CFP®, and Michael Raimondi, MFA, CFP®, who successfully changed career paths from creative fields to financial planning.

About CFP® Pro Career Studio

Are you considering a career change and looking to create your professional future as a financial planner?

A CFP® Pro Career Studio is your first step.

During a live, three-session Studio, you will join others like you and hear from CERTIFIED FINANCIAL PLANNER® professionals who changed careers. Learn why a career in financial planning is so rewarding. Discover how to change careers and find the best role for you based on your prior experience. Act now to pave your career path to financial planning.

During a CFP® Pro Career Studio, you can expect to:

• Learn what financial planners do
• Listen to career changer stories
• Interact with career changers in a Q&A 
• “Play the planner” in mock client scenario discussions moderated by career changers
• Hear from firms to explore diverse business models and get tips on getting hired (day 3)
• Workshop your resume with expert guidance (day 3)

Register below. Note, that a Studio consists of three live sessions.

March 3, 4 & 5 from 7:00 to 8:00pm ET (best for those from a STEM background).