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CFP® Pro Career Studio Resources
September 2025
CFP® Pro Career Studio
In September 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
September 9, 2025
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Video Recording
Day 1 session to learn why a career in financial planning is so rewarding from former Air Force Intelligence Officer Evelyn Zohlen, CFP®, and former teacher, Sasha Decker, CFP®.
September 10, 2025
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Video Recording
Day 2 video to hear stories and learn how to begin your career change into the financial planning profession from two accomplished CFP® professionals who also changed careers themselves,
September 11, 2025
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Video Recording
Day 3 video to learn the practical steps you can take right now to begin your journey into the financial planning profession.