Why Become an Associate
The Financial Planning Pathway Associates is the premier leadership and professional development program within the Financial Planning Pathway. Through a selective application process, associates receive enhanced opportunities to develop the technical knowledge, professional skills, and industry relationships to prepare them for successful careers in financial planning and wealth management.
What Associates Receive
Technical knowledge
Enhanced training that deepens the technical foundation for financial planning and wealth management.
Professional skills
Leadership and professional development that prepares associates to stand out in the profession.
Industry relationships
Direct access to advisors, firms, and the connections that turn into internships and careers.
Ready to apply?
Applications for Financial Planning Pathway Associates are reviewed on a rolling basis. Take the next step in your financial planning career.