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Initiatives

Workforce Development

The CFP Board Center for Financial Planning is helping cultivate a quality workforce to ensure the profession can retain the talent it needs to grow.

A TOOL FOR FIRMS

Guide to Financial Planning Career Paths

Financial Planning Career Paths: Building More Sustainable and Successful Businesses, from the CFP Board Center for Financial Planning, helps firms in our profession with recruitment, onboarding, training, career development and retention.

The comprehensive workforce development guide highlights the importance of clear and transparent career advancement to attract and retain the next generation of financial planners. It helps firms structure and effectively communicate career path opportunities by examining the 5 rungs of the financial planner career ladder:

  • Analyst
  • Associate Advisor
  • Service Advisor
  • Lead Advisor
  • Partner 

Find Your Next Job or Internship

The CFP Board Career Center connects students, candidates for CFP® certification and CFP® professionals with job and internship opportunities at firms around the U.S. The Career Center also hosts online career fairs that allow employers and job seekers to connect in real time.

Visit the Career Center

CFP BOARD CENTER FOR FINANCIAL PLANNING

The Center for Financial Planning is a distinct initiative of CFP Board focused on creating a more diverse and sustainable financial planning profession.

Visit the Center