NEW PLANNER RECRUITMENT RESOURCES

This is a podcast geared towards people just starting out in an educational program and/or transitioning into the profession. New episodes are released each week. Run time is usually between 30-60 minutes depending on how many guests Caleb interviews at once. 

Listen Here

Each week, NPR records a video usually between 2-5 mins in length explaining the basics of the financial planning profession and how to find a great career fit. 

Watch Here

This is a resource of all currently known resources available to students to cover tuition, fees, and books plus CFP exam review courses and the CFP examination fee for anyone that wants to pursue the CFP designation.

Learn More