Skip to main content

Presenting the Center for Financial Planning’s New Career Paths Guide

Part of CFP Board’s Certificant Connections Podcast Series

April 29, 2019

Jointly developed by CFP Board’s Center for Financial Planning and BNY Mellon’s Pershing—with the Ensemble Practice, TD Ameritrade, Northwestern Mutual, Envestnet and Charles Schwab—the Career Paths Guide serves as a roadmap for firms and young professionals who are navigating financial planning careers.

In this episode, Marilyn Mohrman-Gillis, executive director of the Center, and Mark Tibergien, CEO of BNY Mellon’s Pershing, discuss the Center’s mission and the purpose of the guide. In particular, how the guide helps the profession attract diverse young planners, how employers will use the guide, and why it will help workplaces hire CFP® professionals.


Financial planning career paths guide
download copy