What Inspired You to Become a Faculty Member or Financial Professional?

RachelSeton_CFFP
RachelSeton_CFFP CFFP Faculty & Instructors Posts: 116
edited March 11 in Financial Planners Professional Community

We want to hear from you! What sparked your passion for teaching or financial planning? Was there a pivotal moment, a mentor’s influence, or a personal experience that led you to this career?

Share your story in the comments! Your journey can inspire students and fellow faculty members as they navigate their own professional paths. Let us know what initially drew you to this field and how it has shaped your approach in the classroom and industry.

@DavidMannaioni_CFFP @CindyRiecke_CFFP @GaryMarch @SaraStolbergBerkowicz_CFFP

@JoeKrupka_CFFP @MikeHarris_CFFP @AmanSunder_CFFP @TomRobinson_CFFP

@MichaelAngell_CFFP @BarclayRoper_CFFP @CindyShnaider_CFFP @ToddFeldman_CFFP

@Khurram Naveed_CFFP

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  • SaraStolbergBerkowicz_CFFP
    SaraStolbergBerkowicz_CFFP CFFP Faculty & Instructors Posts: 21

    Moderator

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    I heard about the CFP program when I was a young mom. It seemed like the perfect career for a trailing spouse - which it was! I worked part-time for several years until I transitioned into a full-time role. When I went to grad school to work on my Ph.D. in financial planning, I scaled back my practice to provide more time for study and research. The flexibility of a career in financial planning is a huge advantage when considering how situations change. I have never regretted enrolling in my first CFP education course. It set me up for a lifetime of tremendous job satisfaction and life satisfaction.

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