Certificant Connections

Welcome to CFP Board Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. CFP Board is the professional standard-setting body for more than 83,000 CFP® professionals nationwide! In each episode, CFP Board discusses the latest in the financial planning profession, takes a deep dive into a key topic, and answers your questions about financial planning.   Jessica Lewis talks with Marilyn Mohrman-Gillis, Executive Director of CFP Board and Mark Tibergien, CEO of BNY Mellon’s Pershing about the new Career Paths Guide available to businesses employing CFP® professionals.   Key Takeaways [:30] Jessica Lewis, communications specialist at CFP Board introduces Marilyn Mohrman-Gillis, Executive Director of CFP Board and Mark Tibergien, CEO of Advisor solutions at BNY Mellon’s Pershing. [1:07] Marilyn talks about what the Center for Financial Planning’s mission is as well as the reason for, and the manner in which the Career Paths Guide was created. [2:19] Marilyn thanks the s