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Three Excellent Resources for Beginning Your Career in Financial Planning



Three Excellent Resources for Beginning Your Career in Financial Planning

A Career in Financial Planning:

For many job searchers, securing a fulfilling profession that provides room for advancement, a work-life balance, and the fulfillment of doing good deeds is paramount. Whether you are just starting out or seeking to shift careers, a job in financial planning should be a top choice if those are your goals.

However, how do you begin if you’ve determined that financial planning is your area of expertise? These three tools might assist you in starting a lucrative career in financial planning.

1. Financial Planning Careers Guide

This guide presents you to the vast spectrum of job prospects in the financial planning industry, based on interviews with top financial services firms. In addition to examining the kinds of businesses that employ financial planners, it highlights common entrance points and career paths and offers guidance on where to look for financial planning employment prospects. Resources like a list of suggested questions to ask during a job interview are also included.

2. Scholarship Offers

There are numerous scholarship programs available to help you advance your career. Certain ones are provided directly by colleges and universities that offer degree and certificate programs in financial planning. Others are offered by charitable institutions and groups such as the CFP Board Center for Financial Planning, which oversees sixteen scholarship initiatives to assist with the cost of training and certification exams needed to become a CERTIFIED FINANCIAL PLANNERTM practitioner. Financial services companies may provide scholarships or tuition reimbursements to their staff members in order to defray the cost of earning credentials and professional designations like CFP certification, some of which may be necessary for internal promotion.

3. Career Expos

Career fairs, both physical and virtual, offer a wealth of possibilities to network with potential employers. Numerous companies participate in the online exhibitions for the CFP Board’s spring and fall career fairs, which are among the most well-liked hiring occasions in the industry. In addition to applying for available openings and viewing open jobs and internships, job seekers may also engage with companies through one-on-one video meetings and messaging at their virtual show booths. Additionally, you can browse current financial planning job and internship opportunities as well as a selection of publications offering career information by visiting the CFP Board Career Center.

The career websites of financial services corporations, career offices at colleges and universities, and professional associations that could have a local chapter in your area are other excellent sources.

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