Hi, I’m Dominique (pronounced dah-muh‘-neek) and I live in Dallas, TX!
I consider myself a maven of sorts especially for #financialliteracy, #economicempowerment, and #personaldevelopment.
As an advocate of financial education, I use this platform as a conversation starter for current and aspiring financial professionals and the many faces the topic of "finance" can take.
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Hi, I’m Dominique (pronounced dah-muh‘-neek) and I live in Dallas, TX!
I consider myself a maven of sorts especially for #financialliteracy, #economicempowerment, and #personaldevelopment.
As an advocate of financial education, I use this platform as a conversation starter for current and aspiring financial professionals and the many faces the topic of "finance" can take.
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
53 minutes 48 seconds
3 years ago
CFFP #64 - The Rich Future of the Financial Planning Profession & How the CFP Board Is Preparing the Next Generation of Planners ft Kate Healy
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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Conversations for Financial Professionals
Hi, I’m Dominique (pronounced dah-muh‘-neek) and I live in Dallas, TX!
I consider myself a maven of sorts especially for #financialliteracy, #economicempowerment, and #personaldevelopment.
As an advocate of financial education, I use this platform as a conversation starter for current and aspiring financial professionals and the many faces the topic of "finance" can take.
