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Financial Planners

Tips for Entry

Read the Journal of Financial Planning (https://www.financialplanningassociation.org/learning/publications/journal) and The Journal of Investment Consulting (https://investmentsandwealth.org/advisor-publications/journal-of-investment-consulting) to learn more about the field.

Visit https://fpajobboard.org and https://www.napfa.org/careers/opportunities for job listings.

Attend the Financial Planning Association's annual conference and expo (https://ac.financialplanningassociation.org) and other association conferences to network and participate in continuing education opportunities.

Conduct information interviews with financial planners and ask them for advice on preparing for and entering the field. The Financial Planning Association (http://www.plannersearch.org) and the National Association of Personal Financial Advisors (https://www.napfa.org/find-an-advisor) offer member lists on their Web sites.

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