During this progra, the May Journal of Financial Planning contributors Alexandria Cole-Davis, Ryan S. Galiotto, CFP®, Soraya Morris, ChFC®, and Brent Weiss, CFP®, ChFC®, describe their diverse career journeys into the financial planning profession, discussing the challenges and highlights that made the greatest impact on the way they view their future in the profession and the profession as a whole. This online, interactive roundtable was led by moderator and host Bill Harris, RMA®, CFP®

Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP® professionals or unfamiliar with subject.


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Course Information
Date Presented:
May 27, 2020 2:00 PM Eastern
1 hour
Registration Fee:
Journal in the Round: Four Snapshots of Financial Planning Career Possibilities
Speaker Information
Bill Harris, RMA, CFP  [ view bio ]
Alexandria Cole-Davis  [ view bio ]
Ryan S. Galiotto, CFP  [ view bio ]
Soraya Morris, ChFC  [ view bio ]
Brent Weiss, CFP, ChFC  [ view bio ]
Individual topic purchase: Selected
FPA Member Price:$0.00
Non-Member Price:$19.00