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Journal in the Round: 12 Career Paths in Financial Planning

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In this Journal in the Round, the panel will focus on the next generation financial planner and how the growth of the profession has created an incredible tailwind for placement of graduates. Moderator Hannah Moore, CFP®, and panelists Craig Lemione, director of financial planning at the University of Illinois, Luke Dean, financial planning program director at Utah Valley University, and Nathan Harness, director of financial planning at Texas A&M University, discuss how students and sometimes even the instructors in their programs have a hard time distinguishing the different expectations, cultures and pressures new hires face across varied career paths. As a continuation of their live session at the FPA Annual Conference 2019, they provide insights into career pathways for firm owners looking to hire and new grads seeking to get hired.

Hannah Moore, CFP®

Owner, Guiding Wealth Management

Hannah Moore, CFP®, is a number-loving creative, owner of financial planning firm Guiding Wealth, and creator of the BudgetingBlocksTM. She is always looking to improve the ways that people experience and engage with their money. On top of her financial planning work and pushing to change the way people budget, Hannah also consults with FPA on new planner initiatives.

As a financial planner, she is dedicated to helping clients understand their money in a new way. She's also committed to supporting the next generation of planners to ensure the profession moves forward to meet the needs of a new generation.

Craig Lemoine, Ph.D, CFP

Director of Financial Planning Program and Clinical Associate Professor

Univeristy of Illinois

Craig Lemoine is the Director of the Financial Planning Program at the University of Illinois, Urbana-Champaign. He serves as an Associate Clinical Professor, teaching courses in risk management, retirement and financial planning. Craig earned his PhD from Texas Tech University in 2013 and currently holds the Certified Financial Planner ™ and Master Registered Financial Consultant™ designations.

Craig currently serves as the Executive Director of the Academy for Home Equity in Financial Planning, vice-chairman of the Master Registered Financial Consultant Board and is working with his team to develop specialized content in the area of agriculture-focused financial planning. Previously, Craig served on and chaired the CFP® Council of Examination (2009-2014) and was the Executive Director of the Northwestern Mutual Granum Center for Financial at The American College of Financial Services in Bryn Mawr, PA.

Luke Dean, CRC, RFC, CFP

Program Director and Associate Professor, Utah Valley University

Luke Dean is the CFP(R) Program Director for the Personal Financial Planning program at UVU. Luke was named by Investment News to the original 40 under 40, recognizing the 40 most influential people in the financial planning profession under the age of 40. Prior to coming to UVU, Luke started the financial planning degree program at William Paterson University in New Jersey and helped their program become ranked as 1 of the top 10 standout programs in the U.S. At UVU, Luke helped the Financial Planning degree program grow almost 300% in student numbers in 5 years, and has helped student teams win national competitions and enjoy over 90% placement in the job market. Luke serves on the CFP(R) Board's Workforce Development Advisory Group and the Investment News Advisory Board for Diversity & Inclusion. Luke has also served on the national academic advisory boards for Edward Jones and Northwestern Mutual, and the Board of BELIEVE International (non-profit that has helped over 1,000 Filipino children with leadership potential obtain an education).

Nathan Harness, CFP®

TD Ameritrade Director of Financial Planning, Texas A&M University

Dr. Nathan Harness, PhD, CFP®, is the TD Ameritrade Director of Financial Planning   at Texas A&M University, a position he has held since January 1, 2015. Since 2013,   he has taught the Investment Planning, Retirement Planning, and the Financial   Planning Capstone courses in the Financial Planning curriculum. He has lectured both nationally and internationally on global financial risk, international investing, gender based asset preferences, and next generation planning.

He received his Bachelor's degree in Finance from the University of Central Arkansas. He  also holds a MS Degree in Finance and a Ph.D. in Personal Financial Planning from Texas  Tech University. He earned the CFP® designation in 2009.

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Journal in the Round: 12 Career Paths in Financial Planning
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0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available