🎉 Welcome to Your Alumni Community! 🎉
We’re so glad you’re here! As a valued graduate of the College for Financial Planning®, this exclusive Alumni Community was created just for you—a dynamic online space to connect, collaborate, and grow with fellow financial planning professionals from across the country.
Whether you’re navigating a challenging client situation, seeking fresh inspiration to reach your next career milestone, or simply want to share your wins and experiences, this community is your place to thrive.
Here’s why you’ll love being part of the community:
- Build meaningful connections with peers who truly understand your unique journey
- Access exclusive resources designed to support your ongoing professional growth
- Join conversations on the latest industry trends, continuing education, and best practices
- Find mentorship and collaboration opportunities to help you reach your goals
- Stay in the loop with alumni events, webinars, and career development programs
💬 Ready to dive in? Start by introducing yourself in the Welcome Thread! Share a bit about who you are, which program you completed, and what exciting projects or goals you’re working on. Everyone here is friendly and eager to support your success.
Welcome aboard — we can’t wait to grow with you!
Comments
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Hi Everyone!
My name is Jesús Zepeda. I completed the CFP® exam prep course and was fortunate enough to pass the exam in November of 2023. I earned the marks in April of 2024.
I’ve been in the industry since January 2020 in the independent space and have been working as an International Financial Planner for the past year at Creative Planning International serving US expats and non-US persons around the world. I’m currently working on developing a deep expertise in the cross-border planning space. My goal is to work with families whether US-based or abroad with ties to Latin America primarily Mexico.
Please let me know if there’s any way I can be helpful!
Jesús Zepeda
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Hello @Jesus_Zepeda Ca100272 – thanks so much for sharing your story! Huge congrats on passing the CFP® exam and earning your marks — that’s such an exciting milestone! 🎉 Your work in cross-border planning sounds incredibly meaningful, and it’s awesome to see your focus on serving families with ties to Latin America.
Let’s keep the introductions going! 👋 If you’re reading this, drop a quick hello and let us know where you are in your financial planning journey. Are you studying, recently certified, or working in the field? We’d love to hear from you! 💬👇
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