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CAREER CENTER |
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Career Path Development Program
If you’re a practicing financial planner wanting to expand your business, or a CFP® certificant seeking full- or part-time employment, FPASF’s Career Path Development program is for you. For employers, the program offers broad hiring and mentoring support, including resources on how to structure an internship or mentoring program, and access to a high caliber group of potential interns or employees through the listings board. New and experienced certificants and CFP® students can expand their industry knowledge through technical and social events as well as participating in one or several of the programs below. Take part in any of the program components by calling the relevant contact person for your area of interest or e-mail the Committee Chair, Julie Asti. Mentorship Program Internships Study Group Program Scholarship Program New Practice Discussion GroupEmployment Opportunities−Positions Sought −Positions Offered Intern Success Stories |
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| Mentorship Program | |
| The Mentoring Program is in the process of matching new and transitioning planners with experienced practitioners. Mentorships help shape the careers of future colleagues, and insure a supportive professional community. Mentees gain from a focused interaction with established planners who provide support and accountability as they work towards their goals. Contact Steve Schwegel to participate. National FPA site includes a link on “Working With A Mentor” from So You Want to Be A Financial Planner by Nancy Langdon Jones, CFP® and President - NLJones, Inc. | |
| Internships | |
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Employers and interns can find an array of internship
resources below. This includes templates for several modules
of intern responsibilities, as well as tips and advice from
experienced planners. You may also post an internship
listing by submitting your information into the listing
module at the end of this page. The national FPA’s Internship Program has detailed information in its Guidelines for Establishing an Internship. Read about one former intern’s experience with Boone Financial Advisors. Get “Practical Advice for Selecting and Employing Interns” with Norm Boone’s Employer Tips. Click here for a Sample Client Service Module Also check out the Sample Client Services Checklist. |
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| Study Group Program | |
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This
program is being developed to provide support to student
members as they complete their CFP coursework. It assembles
student groups on special content-related topics as well as
strategies for scheduling studies. Contact
John Lyday for more information. |
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| Scholarships | |
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Applications are now available for this year's $1,000 scholarship to be used in support of CFP coursework or attending an FPA Residency program. Deadline is October 15th, 2007 More Information Application |
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| New Practice Discussion Group | |
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This
group brings together people who have recently started, or
are in the process of starting, their own financial planning
practice. The monthly meeting allows people to share ideas
and ask questions in an open environment. Contact
Julie Asti
for specific information on
upcoming meetings.
You can view our preliminary meeting agenda for March 2008 here. Speakers, time and dates will be announced and updated one month in advance.
If you'd like to be informed of the New Practice Discussion Group's
upcoming meetings and events, please join our Yahoo Group at
"SF_New_Planners" -
http://groups.yahoo.com/group/SF_New_Planners
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| Employment Opportunities | |
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Positions Offered:
Employers and those searching for a position may post a
listing by submitting your listing information below.
Positions Sought: Those searching for a position may post a listing by submitting information below. Please submit a description of position sought which will be posted on the site. You may provide your resume as a .doc or .pdf and the listing will link to your resume. You may also search nationally available job listings at the National FPA site. Job seekers can get ideas for interview questions at the National FPA site. |
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