Financial Services

4 Ways To Learn If A Career In Finance Is For You

There are a lot of perks associated with being a Forté member, but one of the biggest is being able to utilize our unique partnerships.

One Forté sponsor is CFP Board, a non-profit organization that, among many other things, helps individuals become certified financial planners. Through this partnership, CFP Board has helped Forté members understand the pros and cons of a career in financial planning, learn what it takes to become a financial planner, and much more.

If you’re considering a career in financial planning, these four resources will give you a great start toward making an informed decision.

Is a Career in Financial Planning for You?

Hear from experts and financial planners who will share the benefits, rewards, and risks of a career in this field. They will share the best strategies for deciding if this career is right for you and the best ways to prepare for and find a job in financial planning.

Listen to this webinar

Careers in Financial Planning: A Great Career for Women

Learn more about the Certified Financial Planner (CFP) certification and hear from two successful Certified Financial Planner professionals on what it’s like to be a financial planner, and why it is such a great career for women.

Listen to this webinar

CFP Certification is a Major Step to a Rewarding Financial Planning Career

Read about the versatility and value of CFP® certification; the attributes that make for an effective financial planner; and career path options.

Read this article

The Combo of MBA and CFP Packs a Powerful Punch

An MBA provides broader understanding of how business works, but a CFP Board research report says the addition of a CFP packs an even more powerful punch for women who want to go into the field of financial and investment planning.

Read this article


About the CFP® Board Center for Financial Planning:

The CFP Board Center for Financial Planning seeks to create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice. The Center brings together CFP® professionals, firms, educators, researchers and experts to address profession-wide challenges in the areas of diversity and workforce development, and to build an academic home that offers opportunities for conducting and publishing new research that adds to the financial planning body of knowledge. More about the Center and its initiatives can be found at

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