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In the News
Making Magic Happen Between Experienced and Next-Gen Financial Planners
With thousands of experienced financial planners expected to retire in the coming years while new professionals continue entering the field, the profession has a valuable opportunity to strengthen connections between generations of advisors. CFP Board’s undergraduate and graduate education programs provide an opportunity for seasoned professionals to mentor students, share real-world expertise and identify potential successors while helping future planners build stronger careers.
InsuranceNewsNetDan Galli
July 1, 2026