Learning Center

Getting Hired and Succeeding in the Financial Planning Profession

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This session, originally presented at FPA Annual Conference 2019, will help you learn how to find your best fit financial planning firm and position. Brown will discuss creating and refining your compelling value proposition to employers, interviewing and resume tips and interview etiquette to help ensure you stand out as the clear front-runner in your transition from student to professional. 

  • Describe desirable candidates for professional entry level financial planning positions
  • Discuss inter-generational traits, impacts on hiring, and career outcomes
  • Build basis for understanding how to find the right fit
  • Provide guidelines for a long-term successful hire

Caleb Brown, MBA, CFP®

CEO, New Planner Recruiting, LLC

Caleb is a CFP®, Kolbe Certified Consultant, and original creator of the FPA Career Day program, which began with the Dallas/Ft. Worth chapter and subsequently, has been implemented by other FPA chapters across the nation. Throughout Brown’s career, he has mentored, hired, managed, and coached many career changers and college students seeking internships and full-time positions in financial planning as well as the firm owners who hire them. Brown is a frequent speaker on career development topics pertaining to the hiring and successful integration of new planners into financial planning firms.

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Getting Hired and Succeeding in the Financial Planning Profession
Open to view video.
Open to view video.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available