MAKE SURE TO SCROLL THROUGH THEM ALL
Wilson Liu Financial has compiled a list of resources for future financial planners. This includes Careers, the CFP designation, Scholarships, Job Searching, and Networking. This is the most comprehensive list of financial planning careers resources.
The Amplified Planning Externship is an 8 week summer program where you get to learn about financial planning, hear from industry experts, and review and watch real client meetings. It's about 20 hours a week of work, but it qualifies for 500!! CFP standard experience hours.
Watch this video series of over 30 videos. It starts with the 12 Tribes of Financial planning that and covers all the different types of firms in the industry. There are more videos that then cover the basics of the industry.
A recruiting service where students can submit their resumes and profiles and apply to jobs. They also publish a salary report and have several resources for young advisors.
The NexGen Development Pathway is a comprehensive guide on everything you need to know and learn to navigate your career as a future Financial Planner and Advisor. You can find all kinds of career and personal resources.
The FinServ Foundation 2-Year Fellowship Program is a free, structured initiative designed to support students who are committed to pursuing careers in financial planning or wealth management. You will be paired with a mentor, and complete a 6 month mentorship and you will be able to attend an industry conference for FREE!
The CFP Board's Career Center has several Financial Planning jobs listed on their site. Check regularly, as new jobs get posted every week. Make sure to create a FREE account with the CFP Board so you can track your progress towards the CFP designation.
Herbers & Company is the most respected financial planning consulting company in the industry. Learn from their resources on how to get a job at an RIA, and what job descriptions for different roles should look like.
Take a look at this comprehensive list of Books about several different topics in financial planning. Michael is one of the most respected contributors to the financial planning community. We also encourage you to browse other Kitces resources. Kitces writes several blogs and hosts several podcasts all about financial planning.
