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The Financial Planning Club provides an overview of the financial planning profession by inviting professionals to campus and by attending off-campus events. The Club invites speakers and UMD graduates to share with students their career path and experiences, as-well-as, what to expect when students graduate. The Club also attends state-wide networking events, multiple times a year, where participants have an opportunity to network and learn more about the profession.
01/09/2026
Mentorship matters. CFP® professionals can play a direct role in shaping the next generation of planners by sharing real-world insight with CFP® exam candidates. From time management to effective study strategies, your experience can make a meaningful difference. Volunteer to be a mentor and give back to the profession: https://www.cfp.net/career-and-growth/get-involved/volunteer-opportunities/mentorships
12/11/2025
CFP Board Mentor Program The CFP Board Mentor Program connects candidates for CFP® certification with established CFP® professional volunteers.
12/06/2025
A new CFP Board survey shows a complex outlook for 2026. Clients working with CFP® professionals feel both cautious and optimistic, with politics now the top financial concern. Nearly half still expect a positive year ahead, and confidence in long-term goals remains strong. Explore key findings from the 2026 CFP® Professionals Financial Outlook Survey: https://www.cfp.net/news/2025/12/political-climate-tops-financial-concerns-even-as-half-of-clients-maintain-positive-2026-outlook
11/09/2025
Considering a career in financial planning? The CFP Board Compensation Survey 2025 shows it’s a career that pays, supports work-life balance and delivers professional fulfillment:
💸 Competitive pay and benefits
💼 Flexibility and hybrid work options
📈 Career growth and high satisfaction
See why CFP® certification opens doors to meaningful work. Explore the survey: https://www.cfp.net/for-cfp-pros/financial-planner-compensation-trends
11/09/2025
AI in wealth management: Here’s what 7 financial advisers are doing with the technology right now From streamlining operations to notetaking, these seven money pros share the ways they make use of AI