What to Expect in Your First 90 Days

The first three months of a new financial planner’s career are critical. Here are some tips to make them easier.

Lots of energetic and passionate new planners around the country will start their careers this summer after graduation or the July CFP certification exam. The transition from financial planning student to professional can be bumpy, so here are some tips to help you hit the ground running during your first 90 days on the job.


You should do everything you can to familiarize yourself with the business you will be joining before you actually have to be there every day. Thoroughly review the firm’s Form ADV, website and organizational structure. Become comfortable with the strategic plans (which ideally all should have been part of the interview and your due diligence process).

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