When you think about the essential knowledge and skills you need to succeed as a financial planner, what comes to mind? You might instantly think about knowing how to read financial projections or understanding various investment strategies. Or maybe you focus on essential budget calculations and the key steps in
Nowadays, financial planning involves more than pen-and-paper calculations and hand-drawn graphs and projections. Even Excel spreadsheets are rather outdated! Modern financial planners rely on powerful software platforms and other technology-driven solutions to help them analyze, visualize, and present critical financial data. And most firms expect new hires (even first-year planners!)
Building a successful career as a financial planner doesn’t happen overnight. Completing your education and earning your CFP® certification can take a while. But once you’ve completed these steps, you’re ready to start working with clients, right? Well, maybe. But for many planners, there’s a significant gap between completing the
Summer will be here before you know it, so now’s a great time to start making plans. You might be focusing on personal plans, like a vacation or family reunion… but what about setting aside some time this summer to grow your financial planning career? It’s easy with The Externship.
Succeeding as a financial planner requires many things: in-depth knowledge, soft skills, problem-solving, and financial acumen. But none of those elements is as important as trustworthiness. When clients work with you, they’re putting their financial future in your hands. That’s a big deal — and it requires a significant amount
Like most industries, the financial planning profession is constantly evolving. Artificial intelligence is one of the biggest factors driving those changes, making it crucial for firms and individual professionals to understand this technology. There’s no doubt that AI is changing financial planning. We’ve already seen some early adopters of AI
You’ve worked hard to complete your advisory training — or maybe you’re working hard toward your CFP® certification. It’s time to start your career or settle into a new firm… but first, you need clients! Whether you’re working at an established firm or starting your own practice from the ground
Financial planning is an evolving profession. Clients have access to far more resources and tools than in the past, and they expect more than just basic advice and support from financial professionals. If you want your firm to thrive, you need to invest time and energy into training a team
Whether you’re seeking your first financial planning job or looking for the next step in your career, it’s crucial to find an employer that’s a good fit. While compensation is an important detail, it’s not the only factor to consider. The firm you choose can have a big impact on
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