A Day in the Life of a CFP® Professional

Curious about what a career in financial planning really looks like?

Join us for A Day in the Life of a CFP® Professional on August 4 from 1-2 p.m. ET for an engaging panel discussion featuring CFP® professionals from a variety of backgrounds and practice settings. They’ll provide an inside look at their day-to-day responsibilities, share insights into working with clients and discuss the skills and experiences that have helped them succeed in the profession.

During this webinar, you’ll gain practical insights on:

• Developing financial plans and preparing for client meetings;
• Collaborating with colleagues and leveraging technology;
• The realities of life as a CFP® professional.

Bring your questions! This session will conclude with a live Q&A, giving you the opportunity to hear directly from experienced CFP® professionals and gain practical advice for your own career journey.