Financial Planning Firm Showcase for Career Changers

Navigating a career change into financial planning often comes with misconceptions about firm structures, entry points and employment path options. This interactive one-hour session provides clarity on various employer models, helps you gain confidence in your transferable skills and connects you directly with firm representatives who hire.

Event Agenda (1 Hour)

• Welcome & Overview
  • Opening remarks from CFP Board staff in the Main Room, setting the stage for entry points into the profession
• Rotating Firm Presentations & Q&A
  • Engage with hiring firms across small breakout sessions
  • Hear directly from employers about open opportunities, firm structures and what they look for in career-changing candidates
• Wrap-Up & Post-Event Connection
  • Concluding insights and next steps to connect with participating firms

All registered attendees will have the option to share their registration profile for post-event contact from prospective employers. Share your LinkedIn profile to stand out to talent acquisition teams.

Visit our Resource Library before, during and after the event to access firm profile guides, open position specs and downloadable employer resources.

Questions? Please email us.