Read the following publications to learn more about the field: Journal of Financial Counseling and Planning (https://www.afcpe.org/news-and-publications/journal-of-financial-counseling-and-planning) and the Journal of Portfolio Management (https://www.pm-research.com/content/iijpormgmt).
Participate in internships and related job-training programs at banks and other employers to obtain experience and get your “foot in the door” at target companies. Vault.com publishes a list of the best investment bank internships at https://vault.com/best-internships-rankings-search/best-internships-by-industry/investment-bank.
The CFP Board's online Career Center offers a wide range of resources, including job listings, internship opportunities, connections to professional mentors, scholarship information, and more. Learn more by visiting https://www.cfp.net/career-and-growth/career-center.
- Accountants
- Arbitrators
- Auditors
- Automotive Dealership Owners
- Billing Clerks
- Bookkeeping and Accounting Clerks
- Budget Analysts
- Business Continuity Planners
- Business Development Managers and Directors
- Business Intelligence Analysts
- Business Managers
- Buyers
- Chief Customer Officers
- Chief Executive Officers
- Chief Financial Officers
- Chief Information Officers
- Chief Information Security Officers
- Chief Medical Officers
- Chief Restructuring Officers
- Chief Revenue Officers
- Chief Robotics Officer
- Chief Strategy Officers
- Chief Sustainability Officers
- Chief Trust Officers
- Client Services Managers
- Collection Workers
- Community Health Program Coordinators
- Compliance Managers
- Continuous Improvement Managers
- Contract Administrators
- Corporate Climate Strategists
- Corporate Community Relations Directors
- Corporate Lawyers
- Corporate Librarians
- Cost Estimators
- Cultural Advisers
- Customer Service Directors
- Customer Service Representatives
- Customs Brokers
- Data Entry Clerks
- Data Governance Managers
- Decision Scientists
- Digital Workplace Experience Engineers
- Directors of Corporate Sponsorship
- Directors of Security
- Document Management Specialists
- Economists
- Entrepreneurs
- Ethical Sourcing Officer
- Event Planners
- Executive Recruiters
- Fashion Models' Agents
- Financial Quantitative Analysts
- Forensic Accountants and Auditors
- Franchise Owners
- Go-to-Market Managers
- Health Care Managers
- Health Club Owners and Managers
- Health Data Analysts
- Human Resources Managers
- Information Technology Infrastructure Engineers
- Internet Consultants
- Internet Executives
- Internet Store Managers and Entrepreneurs
- Internet Transaction Specialists
- Labor Union Business Agents
- Legal Operations Specialists
- Localization Specialists
- Loss Prevention Managers
- Management Analysts and Consultants
- Music Agents and Scouts
- Music Venue Owners and Managers
- Office Administrators
- Payroll Directors
- Product Designers
- Professional Organizers
- Project Managers
- Proposal Managers
- Purchasing Agents
- Receptionists
- Regulatory Affairs Managers
- Regulatory Affairs Specialists
- Remote Work Coordinators
- Retail Business Owners
- Retail Managers
- Risk Managers
- Sales Managers
- Sales Representatives
- Secretaries
- Space Port Managers
- Space Tourism Managers
- Statisticians
- Stenographers
- Strategy Managers
- Tax Managers
- Temporary Workers
- Traffic Managers
- Typists and Word Processors
- Wealth Management Accountants
- Wealth Management Analysts
- Wealth Management Associates
- Wealth Management Compliance Professionals
- Wealth Management Investor Relations Specialists
- Wealth Management Lawyers
- Wealth Management Managing Directors
- Wealth Management Risk Managers
- Wind Energy Project Managers
- Workplace Diversity Experts
- Zoo and Aquarium Curators and Directors
