Season 7 Episode 64- The Rich Future of the Financial Planning Profession & How the CFP Board Is Preparing the Next Generation of Planners ft Kate Healy
About our guest…
Financial planning as a career is becoming more and more popular. With the changing landscape of the financial industry, it is important for professionals to understand the benefits and advantages of having a CFP designation. In this episode, Kate Healy discusses the preparations that the CFP Board is making to equip the next generation of financial planners. She also shares her story and how she got into financial planning. The next generation of professionals have several advantages that older professionals don't have, such as technological proficiency and knowing how to work with different generations. They also need to carry into the future an understanding of the importance of relationships and holistic planning. The CFP Board is shaping the future of financial advice by preparing professionals with the skills they need to succeed in an ever-changing industry.
What we talked about…
In this episode, you'll discover:
🎙️Kate's story and origin in financial planning
🎙️The impact of the changing landscape of financial advice
🎙️The advantages that next generation professionals have that older professionals don't have
🎙️What the next generation needs to carry into the future of financial advice
🎙️How the CFP Board is shaping that impact
🎙️In your own words, what does the phrase "career changer" mean to you
Resources from this podcast…
If you're interested in the upcoming Diversity Summit, you can check it out here: https://www.cfp.net/the-center-for-financial-planning/news/2022/08/cfp-board-center-for-financial-planning-announces--2022-diversity-summit-virtual-career-fair-agenda
Event page: https://www.cfp.net/events/2022/10/5th-annual-diversity-summit-and-virtual-career-fair
Registration page: https://web.cvent.com/event/9243a534-d739-4924-9d6b-e63bb9886159/summary
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