CFP Board Career Studios

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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 can feel overwhelming. Balancing coursework, exams, and work experience is challenging, especially for those managing jobs, families, or career changes.

The CFP Board set out to change that. They envisioned a new resource to support aspiring CFP® professionals from all walks of life, including working parents, veterans, and mid-career changers.

Tags: Education

Challenge

Making it Attainable

The CFP Board, the organization that sets the standards for Certified Financial Planner™ professionals, needed to support aspiring CFP® candidates with actionable guidance. The goal was to make the certification journey feel achievable for people from all backgrounds.

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Solution

Personalized Guidance

LAI Video created Career Studios, a Masterclass-style video series featuring candid interviews with CFP® professionals. Through direct-to-camera storytelling and expert production, the series offered clarity, inspiration, and real-world advice in a format that felt personal and accessible.

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ROI

Confidence Unlocked

Career Studios exceeded all expectations. It surpassed attendance goals, received over 90% satisfaction ratings, and became a standout resource for the CFP Board. The series empowered viewers to take the next step toward certification and explore careers in financial planning with confidence.