Career Intelligence

What's next for CFP?

Explore career trajectories based on data from millions of professional social network profiles. See the paths people take, the roles they grow into, and how careers evolve over time.

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2009
Peak year · 270 people
300
Started here (first job)
Certified Financial Planner
Top role after 5 years
Certified Financial Planner
Top role after 10 years

Career Flow Over Time

Above zero: People still in this role. Below zero: Where they went after (stacked by destination).

Where They Come From

Previous roles people held before becoming CFP.

Career Transitions by Time Period

Top roles people move into after CFP, broken down by years after.

Role +1y +2y +5y +10y +20y
Certified Financial Planner 22.2% 22.2% 22.2%
Retired/Personal Money Management Consultant 12.5% 11.1% 11.1% 11.1%
Treasurer 12.5% 11.1% 11.1% 11.1%
Registered Representative 12.5% 12.5% 11.1% 11.1%
Investment Advisor Representative 12.5% 12.5% 11.1%
Realtor 12.5% 11.1% 11.1%
Account Executive 12.5% 12.5%
Wealth Management Consultant 12.5% 12.5%
President 12.5% 11.1%
Wealth Manager 12.5% 11.1%
Managing Director 11.1% 11.1%
Wealth Advisor 12.5%
Certified Financial Planner(r), Senior Vice President 12.5%
Sell Side Equity Research Analyst 12.5%
Director of Development 11.1%

Where They Go Over Time

Top roles at each career milestone after becoming CFP.

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