The Path to Becoming a Professional Financial Planner

Curious about what it takes to build a career helping people manage their money and achieve their financial goals? Whether you’re already familiar with financial planning or just exploring the idea, this session is the perfect place to start. Join us for an engaging introduction to the financial planning profession. Presented by Kashif Ahmed, MBA, MSF, PGDMS, CFP®, David Mastroianni, CFP®, AWMA®, and Elizabeth Laws from the Financial Planning Association of New England. This session will explore:• What financial planners do• Career opportunities in the financial planning profession• How to get involved through internships and networking• The importance of the CFP® (Certified Financial Planner™) designation and how to earn itNo prior knowledge is required—just bring your curiosity. This session is designed for college students from all majors who want to explore a rewarding career that combines problem-solving, personal relationships, and financial expertise.