Attend a Workshop
Learn from industry experts. Grow your professional edge.
Build the skills, confidence, and connections that help launch your career in financial planning. Future Planner Careers workshops are designed to prepare students, career changers, and early professionals with the practical tools needed to succeed in today’s evolving financial industry.
What to Expect
Each workshop blends hands-on learning with expert-led instruction. You’ll practice real-world scenarios, engage with professionals in the field, and walk away with actionable strategies to move your career forward.
Popular Topics Include:
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Resume & Interview Preparation: Learn how to craft strong applications and make a lasting impression in interviews.
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Understanding Career Pathways: Explore the variety of roles available in financial planning and how to qualify for each.
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Building Client Relationships: Develop soft skills that foster trust and communication with clients.
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Financial Planning Fundamentals: Gain insights into key industry tools, software, and workflows.
Why Attend
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Connect directly with employers, mentors, and certified professionals.
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Participate in live Q&A sessions and small-group discussions.
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Access workshop recordings and materials for ongoing learning.
Upcoming Workshops
Breaking into Financial Planning
Date: February 12, 2026 · Format: Virtual · Duration: 1 Hour
Learn the essential steps to enter the financial planning field and connect with mentors who can guide your journey.
[Register Now]
Resume & Interview Readiness
Date: March 8, 2026 · Format: Virtual · Duration: 90 Minutes
Gain insider tips on crafting resumes, preparing for interviews, and presenting your personal brand effectively.
[Register Now]
Client Communication Workshop
Date: April 20, 2026 · Format: Hybrid (Online + In-Person)
Enhance your client interaction skills with real-world communication practice and feedback.
[Register Now]