Ask a CFP® Pro Career Changer

Are you considering a career change into the financial planning profession?

Join our Ask a CFP® Pro Career Changer Office Hours on July 22 from 12:30 p.m. to 1:15 p.m. ET, where you can connect directly with a CFP® professional who has successfully transitioned to financial planning from another field.

We’ll be joined by Emily Palmer, CFP®, who became a CFP® professional in 2022 and transitioned from a prior career in education. She is currently a Financial Planner at Evans May Wealth in Carmel, IN.

Drop into our Zoom room during this open session to ask questions about the process, challenges, and opportunities of starting a new career as a financial planner, directly from someone who’s been in your shoes and is now a practicing CFP® professional.

Questions? Email the Workforce team.