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Finding Your Career Path – the Road to Success
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
Gain tools and resources to use when planning your career path
Review several examples of financial planner career paths, shared by the panelists
Get answers to general and specific questions about your current or future career paths
Speakers
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:
Retired
Cost:
Member: $0.00
Non-Member: $39.00
Credit Offered:
No Credit Offered
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