If you are interested in finding interns for your firm (or in filling such positions) then please contact administrator Kristin Beane at [email protected] for details.
The Career Center is a valuable tool for experienced financial planners, those who are just beginning a career in financial planning and those who have chosen to pursue the CFP® certification.
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FPA’s highly acclaimed program offers an intensive, client-centered training experience. This week-long program provides insight and training in the financial planning process and in client communication skills through comprehensive and detailed case studies.
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Ideal for new CFP® certificants and financial planning students eligible to sit for the CFP® certification examination.
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Residency participants are eligible for 28 hours of CFP® Board continuing education credit or three months of financial planning work experience.
Career Resources
Financial Planning Organizations
- FPA – www.fpanet.org - The largest network of financial planning professionals including allied professionals such as attorneys, accountants, and insurance agents. Has excellent career development information under “Career Center.”
- The Certified Financial Planner Board of Standards, Inc. Website – www.cfp.net - The premier standard for the financial planning profession. Site contains consumer information as well as information on how to obtain the CFP® credentials.
- CPA-PFS - The Personal Financial Specialist (PFS) is the financial planning specialty accreditation held exclusively by certified public accountants (CPAs) who are members of the American Institute of CPAs (AICPA). A CPA must demonstrate experience and expertise in a wide range of personal financial matters before being awarded the PFS.
Books
Financial planners who have made the transition into financial planning as a new career have recommended these books:
- Getting Started as a Financial Planner – Jeffrey H. Rattiner
- Protecting Your Practice – Katherine Vessenes
- Deena Katz on Practice Management
- Best Practices for Financial Advisors – Mary Rowland
- The Wealth Management Index – Ross Levin
- Tools and Templates for your Practice – Deena Katz
- Asset Allocation – Roger C. Gibson
- Simple Asset Allocation Strategies – Roger C. Gibson
- The Simple Living Guide – Janet Luhrs
- The 7 Habits of Highly Effective People – Stephen R. Covey
- Who Moved My Cheese? – Spencer Johnson
- Making a Living Without a Job: Winning Ways for Creating Work that You Love – Barbara J. Winter
Magazines and Newsletters
There are numerous magazines that are dedicated to financial planners. Here are some of the best! Most require membership in their organization or by subscription.
And if you want to know what your prospective clients are reading:
CFP Programs
FPA provides exceptional opportunities to help members attain the hallmark of financial planning - the CERTIFIED FINANCIAL PLANNER certification. Visit the Learn Section of the FPA website for additional resources on how to get started in the financial planning profession.
Here are some review courses that can help you meet the education requirements needed to sit for the CFP® Certification Examination.
Registration (PA)
For those who are looking to start their own business, you most likely will be required to register with the State of Pennsylvania and/or the SEC.