Summary: Financial planning education is a fast-growing field. To better understand what students are looking for, their backgrounds and how they came to choose financial planning as a career choice, TD Ameritrade reached out to CFP Board-registered undergraduate program directors and analyzed their responses in a new survey.
 The war for talent starts at the undergraduate level. To win, RIAs need to get out in front of the next generation on campus and make themselves seen. If RIAs aren't having conversations about the benefits of their chosen career path, the competition most certainly will.”Kate Healy, managing director of Generation Next at TD Ameritrade Institutional |
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