Recap
DPB Hosts Financial Planning Industry Panel
Finance and Taxation Department hosts “How to Build a Career in Financial Planning" panel

<p><span class="p-body">The NYU SPS DPB <a href="/content/sps-nyu/about/academic-divisions-and-departments/division-of-programs-in-business/finance-and-taxation.html" target="_blank">Finance and Taxation</a> Department recently hosted financial planning industry professionals for a “How to Build a Career in Financial Planning” panel discussion. The conversation was moderated by Toshi Mitsudome, clinical professor and faculty leader of financial planning for the <a href="/content/sps-nyu/explore/degrees-and-programs/ms-in-financial-planning.html" target="_blank">MS in Financial Planning</a> program.</span></p>
<p><span class="p-body">Industry professionals Jeffrey Stern, Joseph Long, and Gianna Terracino from Strategies for Wealth, were joined by Daniel Ahearn of Rise Private Wealth, for an engaging discussion about beginning and navigating a career in financial planning. The panel highlighted practical tips, insights into leadership roles, and the application of artificial intelligence technology in financial planning.</span></p>
<p><span class="p-body">The panelists also offered the best tips on converting a resume into an interview, and recommendations on applying for internships. One of the most important pieces of advice emphasized was networking and the critical role that human relationships play in succeeding in a career as a financial planner. Attendees had the opportunity to do just that at the networking reception following the event. While enjoying refreshments, students were able to meet with the panelists and get to know each other, taking the next step in their journey into financial planning. </span></p>