Making a Career Change to Financial Planning

Hosted as part of CFP Board’s 2023 Virtual Diversity Career Fair, this panel was designed for current and prospective career changers seeking to start a new career in financial planning. Many employers actively seek out candidates with diverse professional backgrounds that can translate to successful careers in financial planning. Pursuing CFP® certification while making a career change sets you apart from your peers by ensuring that you are meeting the standard of excellence for financial planners. This moderated discussion features a panel of experts who have changed careers as they share their journeys into financial planning. Panelists also share actionable advice and strategies to help you stand out as you make a career change.
1) Bobby Lovgren, VP of Wealth Planning Development, RBC Wealth Management
2) John O. Nauss, CFP®, Sr. Director Wealth Management, TIAA
3) Jared Troutman, CFP®, Financial Planner & Owner of Being Financial within the Prudential network
4) Moderator: Emily Dean, Manager of Talent Pipeline, CFP Board Center for Financial Planning