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

Published: Oct. 12, 2022, 10:50 a.m.

b'Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.\\n\\xa0\\n\\n\\n\\nToday we have Kate Healy, Managing Director, Center for Financial Planning\\n\\xa0\\nKate 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\\u2019s 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.\\n\\xa0\\n\\n\\n\\nIn this episode, you\'ll discover:\\n\\U0001f399\\ufe0fKate\'s story and origin in financial planning\\n\\U0001f399\\ufe0fThe impact of the changing landscape of financial advice\\n\\U0001f399\\ufe0fThe advantages that next generation professionals have that older professionals don\'t have\\n\\U0001f399\\ufe0fWhat the next generation needs to carry into the future of financial advice\\n\\U0001f399\\ufe0fHow the CFP Board is shaping that impact\\n\\U0001f399\\ufe0fIn your own words, what does the phrase "career changer" mean to you\\n\\xa0\\nResources:\\nIf 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\\n\\xa0\\nEvent page: https://www.cfp.net/events/2022/10/5th-annual-diversity-summit-and-virtual-career-fair\\n\\xa0\\nRegistration page: https://web.cvent.com/event/9243a534-d739-4924-9d6b-e63bb9886159/summary\\n\\xa0\\n\\xa0\\nAre you a current or aspiring financial professional?\\xa0 Click here to join the Jumpstart community!Listen to previous podcast episodes, clicking here.\\nJoin our weekly newsletter, click here.\\nDon\'t forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.\\nAnd, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.\\nPlease leave a review right now, click here.\\nThanks again for listening, reading, and watching!\\nIf you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).'