Aug
29
Aug
9
by Chia-Li Chien, PhD candidate, CFP®, PMP® Aug 09, 2018
There is uncertainty in the financial world, all potentially correlating with current administration policies. Dr. Traversky and Dr. Kahneman’s representativeness heuristics show that when people lack certainty, they exhibit unfavorable behaviors. Evan Beach, leveraged change from TCJA to grow business by providing seminars and webinars. A fictitious financial planning practice specializing in retirement demonstrates a similar approach. Instead of focusing on accounts they manage, Financial Planning professionals should look at statistics regarding other client assets provided by the author or others to educate their clients about retirement spending. Looking at success rates from other retirement asset strategies will help clients gain clarity and help the practitioner grow business through pull marketing.
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.