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CFP Board Career Studios

For financial planners, becoming a Certified Financial Planner™ (CFP®) professional is a major career move. It builds credibility, opens new opportunities, and helps professionals better serve their clients. But the road to certification—coursework, exams, work experience—can feel overwhelming, especially for those juggling jobs, families, or career changes.

The CFP Board wanted to change that. They envisioned an entirely new kind of resource to support aspiring CFP® professionals from all walks of life, whether they were working parents, military veterans transitioning to civilian careers, or professionals making a mid-career switch.

The Challenge

Becoming a CFP® professional is an exciting opportunity, but many aspiring candidates need the right support to get there.

Clarifying the process – With multiple steps to certification, a clear roadmap makes the journey more manageable.
Providing relatable guidance – Financial planners come from all backgrounds, so personalized, real-world insights help make the path feel achievable.
Building confidence – Many future CFP® professionals have the skills and passion—they just need the encouragement to take the next step.

The CFP Board saw an opportunity to create an engaging, accessible resource that would not only guide candidates but also inspire them to pursue this rewarding career.

The Solution

LAI Video partnered with CFP Board to create Career Studios, a MasterClass-style video series that delivers clear, practical advice through real stories from CFP® professionals. Instead of scripted lectures, we filmed documentary-style interviews with CFP® professionals who shared their journeys—their struggles, their wins, and why certification was worth it.

To create a personal connection, we used an EyeDirect system, ensuring speakers looked directly at viewers. The result? A series that felt like a one-on-one conversation with your own CFP® mentor, making the process relatable and achievable.

Each episode featured:

Real-world insights from CFP® professionals
Clear, step-by-step guidance
Engaging visuals and expert storytelling

The ROI

Career Studios earned outstanding attendee ratings, reinforcing its value as a key CFP® resource. By combining expert storytelling with top-tier production, LAI Video helped turn Career Studios into a must-watch experience that educates, inspires, and drives real career decisions. Some standout results include:

275 attendees, beating the 200-attendee goal (54% overall show rate)
90% satisfaction rating for the overall program
93% satisfaction rating for speaker quality
92% would recommend it to a colleague

One attendee left this glowing review, "This program is an invaluable resource. If you’re thinking about financial planning, Career Studios gives you the clarity and confidence to move forward. No matter your background, it shows you that becoming a CFP® professional is within reach.”

Susy Shaw

Susy is a Senior Vice President of Sales and Business Development for LAI Video, leading our efforts to find new and empowering relationships with clients. With over 15 years of marketing, events, and multimedia sales experience in the DC area, Susy follows one definition of success: to be seen as an extension of her clients’ organization.

Donovan Randolph

Donovan is one of LAI Video’s multi-talented cinematographers and editors. His smooth grip and creative eye has produced feature-length action films, imaginative music videos, and award-winning shorts.

James Favata

As the Vice President of Creative at LAI Video, James offers his docu-style and motion graphics expertise to transform brands and campaigns. He’s won numerous accolades, including two Emmy® Awards as a Director, for his incredible storytelling and vision.

James Loizou

James Loizou leads the team at LAI Video, building the Emmy® Award-Winning agency from scratch over the last 15 years. His innate balance of creativity and methodology guides our team forever forward towards innovation.

Brittany Conley

As our Operations Manager, Brittany is the backbone of LAI Video. She ensures our team is working at maximum efficiency and streamlines workflows for on-time delivery. With more than ten years of operations experience, Brittany makes managing a 20-person team look easy.

CFB Promo 2025

CFP Board Career Studios

CFP Board

The Challenge

The Solution

The ROI