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CFP® Pro Career Studio Resources
May 2025
CFP® Pro Career Studio
In May 2025 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
May 6, 2025
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Video Recording
Day 1 video to learn why a career in financial planning is so rewarding from a former engineer and former IT manager.
May 7, 2025
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Video Recording
Day 2 video to discover how to change careers and find the best role for you based on your prior experience.
May 8, 2025
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Video Recording
Day 3 video to find act now and pave your career path to financial planning.
Q&A
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May CFP® Pro Career Studio Q&A
This resource answers the submitted questions that were not addressed during the live event.