Women in Financial Planning Webinar

Описание: In this webinar, we will feature interviews with successful women CFP® professionals who share their journeys into the industry, as well as key data points from recent CFP Board research. Learn how they overcame challenges, built their client base and ultimately found their niche. Discover practical strategies for owning your clients, building trust and positioning yourself for long-term success in financial planning. Whether you're just starting out or looking to grow your practice, this session will inspire and empower you to take charge of your career and your clients’ financial futures.

Featuring: Cary Carbonaro, MBA, CFP®, Bridget Grimes, CFP®, Elaine King Fuentes, MBA, CFP® and Chloé Moore, CFP®

To learn more about the content featured in this video: LINK to appropriate CFP.net or LMAP article.

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CFP Board sets the standard for competent and ethical financial planning by upholding rigorous requirements for certification, including education, examination, experience and ethics. CFP Board’s work to administer and strengthen these standards has made CFP® certification the most sought-after designation by consumers seeking a financial advisor. With more than 104,000 CFP® professionals in the U.S. today — representing approximately 1 in 3 retail financial advisors in the country — CFP® certification serves as the standard for financial planning.