Opening the Door: Welcoming Students and Career Changers to a Financial Planning Career
Monday, December 12, 2022
10:00 AM – 11:00 AM PDT
Location: SCC: 602-604
Level of Complexity: Intermediate
Session Description: This session discusses the talent pipeline for Financial Planning, and highlights the continued difficulty both students and career changers have in finding their way into the profession. It prescribes best practices for firms to attract entry level talent, retain developing professionals, and to ensure that the profession continues to grow.
Learning Objectives:
Understand the perception of firms by students and career changers.
Create attractive entry-level offerings for new entrants to the profession.
Learn best practices from both empirical studies and peers for growing the profession.
