How to prepare to interview for a planning focused role ⬇
Eddy Ricci, Jr., CFP ®, CEPA ®: Candidates that are interviewing for a planning focused role should have a sample financial plan that they have worked on (redacted of course) ready to share. In addition to sharing the plan, having a summary statement of what you learned, what resources were available to you and your involvement in the case can help you stand out in the process. Sharing a CFP capstone case study could work as well.
Michael P. Connaughton, CFP®, CLU®, ChFC®: If you’re a candidate interviewing for a financial planning based position, come prepared to discuss your planning process. Speaking to the planning software you leverage, the resources you integrate, your approach when presenting a plan to a client or prospect, and outlining your typical next steps to implementation will allow the hiring firm to gain insight on your process while helping you to stand out in the interview.
How to prepare to interview for a planning focused role ⬇
Eddy Ricci, Jr., CFP ®, CEPA ®: Candidates that are interviewing for a planning focused role should have a sample financial plan that they have worked on (redacted of course) ready to share. In addition to sharing the plan, having a summary statement of what you learned, what resources were available to you and your involvement in the case can help you stand out in the process. Sharing a CFP capstone case study could work as well.
Michael P. Connaughton, CFP®, CLU®, ChFC®: If you’re a candidate interviewing for a financial planning based position, come prepared to discuss your planning process. Speaking to the planning software you leverage, the resources you integrate, your approach when presenting a plan to a client or prospect, and outlining your typical next steps to implementation will allow the hiring firm to gain insight on your process while helping you to stand out in the interview.