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October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit

In the News

Kate Healy: Evangelizing for Financial Planning as a Career Choice

By Greg Bartalos June 14, 2023 Barron’s Advisor

The financial planning profession offers benefits such as work-life balance and high salaries, says Kate Healy, Managing Director of CFP Board Center for Financial Planning. Yet “many people don’t know about this profession, and those that do have misperceptions about what it really is.”

Read more at Barron’s Advisor

Barron’s Advisor
Greg Bartalos
June 14, 2023