Career Center Recorded Webinar: Journey To The Top: Insights on Recruiting, Developing and Retaining Future Leaders

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Career Center Recorded Webinar: Journey To The Top: Insights on Recruiting, Developing and Retaining Future Leaders

Apr 04, 2016

Identifying the financial planning profession's next generation of leaders is a key factor in growing the profession sustainably.

In this recorded webinar for employers hosted by CFP Board, Jylanne Dunne, Senior Vice President of Practice Management at Fidelity Investments, explores talent strategies to recruit and cultivate leadership in emerging professionals. 

View the recorded webinar

Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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