The Center is thankful to BNY Mellon Pershing, the guide’s Signature Sponsor, and The Ensemble Practice for their support of the guide’s development, Supporting Sponsors Merrill Lynch and Facet Wealth, as well as Center’s Founding Sponsors Northwestern Mutual, Envestnet and Charles Schwab Foundation, in partnership with Schwab Advisor Services. It included interviews with 77 company executives, talent recruiters and financial planners, representing 42 companies across the financial planning profession. The research captured the workforce development practices of a broad variety of financial services companies as they recruit, train and develop the next generation of financial planning professionals. The guide is based on research the Center commissioned from a team of academic scholars and industry experts. Provides details on where to find financial planning careers, including questions to ask in a job interview.Highlights the personal and professional benefits of a career in financial planning, and the benefits of obtaining CFP® certification.

Explores the types of companies that employ financial planners, from large to small.Identifies different entry points and typical career tracks.The Guide to Careers in Financial Planning provides students, recent graduates and career changers with information on starting and sustaining successful financial planning careers.ĭeveloped by the CFP Board Center for Financial Planning, the guide introduces readers to the financial planning profession and:

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