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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 signature sponsor: BNY Mellon’s Pershing, the research partner: The Ensemble Practice as well as the founding sponsors: TD Ameritrade Institutional; Northwestern Mutual; Envestnet; Charles Schwab Foundation. [2:55] Mark dives into why it was important to WDAG to create this guide as well as how it will tangibly help in any workplace hiring or looking to hire CFP® professionals. [5:53] How are employers anticipated to use this guide and what use will it be to them? Mark speaks on each of the five ladder rungs that are to be achieved by a CFP® professional in order to progress to the next, as well as expected compensation for each of those levels. [7:42] How does a clear career path help give credence to the notion of financial planning as a true profession? [9:18] Will putting this Career Paths Guide in place help advance the diversity in the profession? [11:21] Marilyn thanks Mark for his leadership in creating this guide and Jessica invites listeners to download the guide at the CenterforFinancialPlanning.org/CareerPaths.   Thank you for listening to Certificant Connections; for more information on any of the topics we discussed today, visit our website and check out our blog.   To submit questions, email us at podcast@cfpboard.org.   If you enjoyed the show, we hope you visit Apple Podcasts, Spotify, Stitcher or wherever you listen to your podcasts to subscribe, rate and leave us a quick review.   Join us next time for another edition of Certificant Connections.   Mentioned in this episode The Center for Financial Planning’s Career Path Guide: Financial Planning Career Paths Building More Sustainable and Successful Businesses Signature sponsor: BNY Mellon’s Pershing Research partner: The Ensemble Practice Founding sponsor: TD Ameritrade Institutional Founding sponsor: Northwestern Mutual Founding sponsor: Envestnet Founding sponsor: Charles Schwab Foundation   Bios Jessica Lewis is a communications specialist at Certified Financial Planner Board of Standards, Inc. (CFP Board).   Marilyn Mohrman-Gillis, Esq. is the Executive Director of Certified Financial Planner Board of Standards, Inc. (CFP Board).   Mark Tibergien is Chief Executive Officer of Advisor Solutions at BNY Mellon’s Pershing.