DENVER – With only 5 percent of existing financial advisors in the country being under the age of 30, there is a need for the profession to create career paths to help the next generation of financial advisors get a footing in a much needed profession. That is the message FPA President Michael Branham, CFP® will deliver to Japanese financial planners in October as Japan faces a similar dilemma.
The Financial Planning Association® (FPA®) has been invited by the Japan Association for Financial Planners (JAFP) since 2005 to deliver a keynote address on pressing issues that financial planners in the U.S. are facing. On Saturday, Oct. 5, Mr. Branham will deliver an important message on the future of financial planning and the need for today’s professionals to embrace the professionals of tomorrow.
“As a past president of FPA’s NexGen, I am personally passionate about the need to create career paths for students and career changers who desire a calling in financial planning,” said Mr. Branham. “We know the average age of today’s planners continues to rise, both domestically and abroad. There is an opportunity, but we are doing a poor job of connecting people with those opportunities.”
Mr. Branham’s 90-minute keynote address to JAFP’s FP Fair 2013, to be held at the Tokyo International Forum, will include:
- My career path as a CFP® professional
- The changing dynamics of financial planning over recent years
- Observations on the young planners of today and what older planners need to know
- The Six Steps of Financial Planning as outlined by the Certified Financial Planner Board of Standards
- The importance of becoming a CFP® professional and the opportunities it offers the planner and their firm.
“As the financial planning profession becomes more global, we share the same challenges and opportunities as our colleagues in the United States. We are pleased to have Mr. Branham from the FPA, with which we have a long established relationship since 1993, to share his career path and thoughts on how we can lead the next generation to the profession,” said JAFP Chairman Toshiharu Shirane, CFP®. “As the second largest organization to grant CFP® certification in the world, one of JAFP’s strategic plans for the next five years is to promote the CFP® certification as the globally recognized financial planning credential. Mr. Branham’s session will enhance this initiative.”
FP Fair 2013 is attended each year by thousands of financial planners throughout Japan and includes educational sessions, networking and more. The event is an excellent opportunity for financial planners to listen to top-level professionals, catch up on the latest developments and network and exchange ideas among peers. Learn more about FP Fair 2013 at www.jafp.or.jp/english/conf.htm