CFFP #64 - The Rich Future of the Financial Planning Profession & How the CFP Board Is Preparing the Next Generation of Planners ft Kate Healy

Conversations for Financial Professionals

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.

Today we have Kate Healy, Managing Director, Center for Financial Planning Kate Healy joined CFP Board as Managing Director for CFP Board's Center for Financial Planning in September 2022. In this role, she leads the Center’s strategic direction to elevate the financial planning profession through programs in diversity and inclusion, workforce development and knowledge creation. She will also lead fundraising efforts to ensure the ongoing viability and success of these programs.

In this episode, you'll discover:

🎙️Kate's story and origin in financial planning

🎙️The impact of the changing landscape of financial advice

🎙️The advantages that next generation professionals have that older professionals don't have

🎙️What the next generation needs to carry into the future of financial advice

🎙️How the CFP Board is shaping that impact

🎙️In your own words, what does the phrase "career changer" mean to you

Resources:

If you're interested in the upcoming Diversity Summit, you can check it out here: https://www.cfp.net/the-center-for-financial-planning/news/2022/08/cfp-board-center-for-financial-planning-announces--2022-diversity-summit-virtual-career-fair-agenda Event page: https://www.cfp.net/events/2022/10/5th-annual-diversity-summit-and-virtual-career-fair Registration page: https://web.cvent.com/event/9243a534-d739-4924-9d6b-e63bb9886159/summary

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