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CFP® Pro Career Studio Resources

March 2026

In March 2026 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.

March Materials

Video Recording

Day 1: Learn why a career in financial planning is so rewarding from former creative professionals.

Video Recording

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

Video Recording

Day 3: Act now and pave your career path to financial planning. Hear from firm talent leaders from Thrivent and Vanguard on best practices to make your application stand out, and which careers fit well for career changer candidates.