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CFP® Pro Career Studio Resources

October 2024
CFP® Pro Career Studio

In October 2024 CFP Board hosted a live, three-session CFP® Career Studio, where participants could hear live from CERTIFIED FINANCIAL PLANNER® professionals who changed careers. It was an opportunity to learn why a career in financial planning is so rewarding.

Discover how to change careers and find the best role for you based on your prior experience. Determine next steps to act now and pave your career path to financial planning.

Documents from previous sessions

Video Recording

Day 1 to learn why a career in financial planning is so rewarding from a former realtor and former Army logistics officer.

Video Recording

Day 2 video to discover how to change careers and find the best role for you based on your prior experience.

Video Recording

Day 3 video to find act now and pave your career path to financial planning.

October CFP® Pro Career Studio Q&A

This resource answers the submitted questions that were not addressed during the live event.