Career Path Planning - NAPFA Credit Only

L-Strategic Thinking

Patrick Rohe

Published: 2/16/2022

This is a recorded NAPFA Genesis webinar from February 16, 2022.

Description:
Do you know what’s next for you at your firm and in your career? How are you going to get there? As financial planners, we need to plan our careers as well; there’s no one else with a greater interest in them. Join Rockbridge CEO Patrick Rohe as he discusses the lessons he learned during his own career and challenges you to think about your next steps and how you might achieve them.

Learning Objectives:

• Understand different career paths
• Learn how to objectively analyze your strengths to set achievable career goals
• Learn how to have “the talk” with the leadership team at your firm

Content Level:

Foundational

1 NAPFA CE in L – Strategic Thinking will be posted in your NAPFA CE record after watching this recording.

After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.