FINANCIAL PLANNING CAREER RESOURCES

Many folks helped me find my dream job as an associate financial planner. To pay it forward, here's a constantly updated list of career resources for financial planners and aspiring financial planners. I hope it's helpful!
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​Considering a career change to financial planning? Join CFP Board’s October CFP® Pro Career Studio Oct. 13-15, 2026 to hear from CFP® professionals Evelyn Zohlen, CFP® and Wilson Liu, CFP®, who will share their career changer journeys. Across three live sessions, you’ll explore the role of a financial planner, participate in mock client scenarios, hear from firms and get guidance on your resume and job search. Register today.

I. CAREERS — There's no "one size fits all" path to joining the financial planning industry. Find what works best for you.

II. CERTIFIED FINANCIAL PLANNER® PROFESSIONAL — Find out more about the financial planning "gold standard" CFP® certification.

III. SCHOLARSHIPS — Financial aid to help pay for your financial planning education, CFP® certification, conferences, and more.

IV. JOB SEARCH — Look for financial planning-specific positions: In-person, 100% virtual, part-time, full-time, and everything in between.

V. NETWORKING — Join the supportive and welcoming financial planning community. Finding your people makes your journey easier!
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VI. ABOUT ME — Learn more about my career change from an engineer in Information Technology to the financial planning industry.
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CONTACT

LinkedIn: linkedin.com/in/wilsonliufinancial