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!

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!

If you'd like to learn more about my career change from an engineer in Information Technology to the financial planning industry:​

• New Planner Podcast Episode 238: "Transitioning from an IT Career to a CFP with Wilson Liu"

• CFP Board Candidate Forum blog post: " A Former IT Engineer's Path to CFP® Certification" — by Wilson (Guo) Liu

• CFP Board CFP® Pro Career Studio (requires free CFP Board account) — "Featuring former engineer, Shehara Wooten, CFP® and former IT Manager, Wilson Liu, CFP®"

  • Day 1 recording — "Learn why a career in financial planning is so rewarding from a former engineer and former IT manager​"

  • Day 2 recording — "Discover how to change careers and find the best role for you based on your prior experience.

  • Day 3 recording — "Act now and pave your career path to financial planning."

• CFP Board webinar: "Dear CFP® Pros: Advice from Recently Certified CFP® Professionals"

 
CONTACT

LinkedIn: linkedin.com/in/wilsonliufinancial