Archive for the '01_CFP' Category
Aug
2
Call for Presentations for the 2019 CFP Board Registered Programs Conference to be held in Arlington, VA.
The Registered Program Conference is the largest gathering of financial planning programs in the country, bringing together program heads and faculty from institutions that deliver professional financial planning education for individuals pursuing CFP® certification. It provides a unique opportunity to connect with program leaders, build partnerships with academic institutions, and gain access to high quality, NextGen talent.
The Registered Programs Conference will feature general sessions led by invited speakers and concurrent sessions, including for the first time a student track with sessions geared towards prospective and current students. A reduced registration fee and experience credit will be granted for students in attendance.
Aug
2
CFP Board Career Center is hosting an Online Career Fair on October 3, 2018! This is a prime opportunity for students to connect with recruiters from financial services firms, online and in real time, to learn about job opportunities.
See what past Online Career Fair attendees have said about their experiences:
“It was great seeing options in one place.”
“It was great to cut through the filters and connect with a live person.”
“I already have a phone interview!”
Register now for the CFP Board Online Career Fair.
Wednesday, October 3, from 1-5 PM ET
During the Career Fair, participants will be able to browse employers’ virtual booths, talk with recruiters about open positions, get their questions answered, and share their background and work experience with representatives from top financial institutions looking for qualified candidates.
Remember, the Career Fair is absolutely FREE to job seekers. Even if your students are not looking for a position now, the Career Fair is a great way for them to become familiar with the industry and career opportunities. Encourage your students to sign up for the Career Fair here.
Jul
19
Here’s Why Becoming a CFP® Pro Might Be For You
With many recent graduates looking a rewarding career with growth potential, work-life balance and satisfaction of helping others, the profession of financial planning should be top of mind.
Demand for financial planners is growing. In fact, it’s expected to grow 4 times faster than other occupations, according the Bureau of Labor Statistics. And there are financial rewards, with the Bureau reporting that financial planners earn a median salary of $89K.
A career in financial planning also provides you the opportunity to make a difference in lives of individuals and families by helping them reach their life goals. “There’s so much transformation in one’s life when they get their finances together,” says Brittany Castro, a Los Angeles-based CFP® Professional. “It’s a great feeling because I know I helped them get there.”
By becoming a CFP® Pro, you can further distinguish yourself with employers in the financial services industry who are increasingly seeking out CFP® certification as the most desired credential in this growing field. Today’s CFP® Pros are key parts of their communities, helping people achieve their dreams through financial planning. From budgeting and planning for retirement to managing taxes and insurance coverage, CFP® pros help their clients bring all the pieces of their financial lives together.
Check out 5 facts that might surprise you about a career in financial planning:
- It’s not all about math. The key to a flourishing career in financial planning is creative problem solving, relationship building and communication skills. CFP® pros help people take a holistic, “big picture” look at their finances to help them reach their life goals
- It offers freedom and flexibility. Talk to successful CFP® professionals and you will learn that what they value the most in their work is the freedom and flexibility to balance their personal and professional lives.
- Demand for financial planners is growing. Job growth for financial advisors is expected to grow 4 times higher than other occupations, according to the Bureau of Labor Statistics.
- It’s not a one-size-fits-all career. From striking out on your own to working at firms big and small, there are a variety of career pathways for CFP® professionals. In 2014, about 1 in 5 personal financial planners were self-employed, according to the Bureau of Labor Statistics.
- It allows you to build your future by helping others. This exciting career brings personal satisfaction of helping others, as well as financial rewards. According to the Bureau of Labor Statistics the median pay for personal financial planners is $89K.
Contact clugrad@callutheran.edu or (805) 493-3325 to learn more about our MBA in Financial Planning degree Program Tracks.
Additional Resources Available from CFP Board
- Visit I am a CFP Pro website to see videos and stories from real CFP® pros and why they chose a career in financial planning
- Request a copy of the Professional Advantages of CFP® Certification guide to learn why the CFP® certification matters
- Learn about scholarship programs available from the CFP Board Center for Financial Planning to enable qualified individuals to complete the education requirement for attaining CFP® certification
- Search the CFP Board Career Center for job and internship postings, support and mentorship
Jul
19
CFP® Examination Update
The most recent administration of the CFP® Certification Examination took place during a testing window of July 10-17, 2018. Official results will be released to exam takers during the week of August 16, 2018.
The final CFP® exam administration of 2018 will take place during the testing window of November 6-13, 2018. The November 2018 CFP® exam will be the first to test the federal tax law changes adopted in January 2018.
Discounted Early Bird Registration is available now through September 12, 2018. Please encourage your qualified colleagues to continue their pursuit of CFP® certification, and remind them to register for the CFP® exam early for the best date and site availability. Learn more and register at www.CFP.net/exam.
Resources for Colleagues on the Path to CFP® Certification
Growth in the number of CFP® professionals strengthens the profession and the certification. These resources to help a colleague along the path to CFP® certification.
- Why CFP® Certification guide that outlines the reasons pursuing CFP® certification is a great career move.
- CFP® Exam Candidate Preparation Toolkit, which helps candidates develop study strategies, manage time and build support from employers and peers as they prepare for the CFP® Exam.
- Watch video of CFP® professionals discussing the different pathways they took to gain the professional experience required for CFP® certification.
- Refer your colleagues to CFP Board so we can introduce them to CFP® certification on your behalf.