The Financial Planner Life hosts Sam Oakes, Elena Stephenson and Charlie Scott were recently invited to speak at The Chartered Institute for Securities & Investment (CISI) Changefest event, to talk all things careers in Financial Planning.
This was a chance for us to champion the profession of Financial Planning, raise awareness of the abundance of opportunity out there for those entering the industry, as well as offering expertise on securing a position in a firm.
We covered:
- Roles within Financial Planning
- Salaries, qualifications and relevant skills
- Financial Planning as a career choice
- Opportunities for future Financial Planners
- Diversifying the profession
- The value Financial Planning offers to clients
- Niching to suit your interests
- Financial Planning Academies
- Alternative routes into the profession
We also answered some great questions from the audience of aspiring professionals exploring their future career prospects. We thoroughly enjoyed the opportunity to speak at Changefest, who knows, we might even see some of those in attendance on the podcast one day!
Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.
Reach out to Sam@financialplannerlife.com in regards to sponsorship, partnerships, videography or podcast production.
Want to appear on the Financial Planner Life podcast? drop Sam a message.
