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Finding Your Career Path – the Road to Success
Course Information
Content Level: Intermediate
NAPFA Subject Area: L-Strategic Thinking
Course Description
NAPFA’s Women’s Initiative will host a conversation about career pathing as a financial advisor. Many members have taken winding and non-linear paths to their current profession, and NAPFA volunteers Amy Irvine, Amber Miller, and Sana Haque will participate in a panel moderated by Janelle Woods to discuss their journeys, tips, and resources with those still solidifying their career paths. There will also be open Q&A, so bring your questions about starting your own firm, building your path within your current organization, or any other topics that you’d like feedback about.

This webinar is brought to you by the NAPFA Women's Initiative.
Learning Objectives
  1. Gain tools and resources to use when planning your career path
  2. Review several examples of financial planner career paths, shared by the panelists
  3. Get answers to general and specific questions about your current or future career paths
Speaker
Amy Irvine, CFP®, EA, MPAS®, CCFC, CDFA®
CEO and Founder, Rooted Planning Group  


Amber Miller, CFP®, EA, CSRIC
Financial Planner & Founder, Rising Financial 


Sana Haque, MBA, CFP®
Senior Financial Advisor, Gianola Financial Planning 


Moderator: Janelle Woods, CFP®, MBA
Managing Director, CooksonPeirce
 
Summary
Availability: On-Demand
Expires on Dec 31, 2024
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
1 NAPFA CE Credit
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