Mastering the Top 10 Financial Planner Skills and Attributes

Launching your career as a personal financial planner requires mastery of some key skills. In this UCSC Silicon Valley Extension Student Forum, panelists will share their observations about: 

  • The skills that needed development.
  • The skills that surprised them.
  • The skills that they thought were important, but in the scheme of things, were less important.  

Some students are challenged by the analysis, calculations and financial software, while others struggle with the softer skills such as client engagement, professional networking, and how to listen like a counselor. We’ll talk about it all to narrow in on the skills and attributes that contribute most to success and avoid some stumbling blocks along the way.

Please join us at this dynamic online session to learn from financial planning professionals as they talk about how they applied their academic learning to their first year in practice. 

There will be time for questions.


This event is a professional development event for newcomers to the financial planning profession, people contemplating a career in the financial planning field, and students and prospective students in the UCSC Silicon Valley Extension Personal Financial Planning certificate program. 


  • Announcements
  • Speaker Presentation & Discussion
  • Q&A & Social


The event is free to current, former and prospective students of the UCSC Silicon Valley Extension Personal Financial Planning Program as well as FPA-SV members. Registration is required to receive the Zoom link.


This Student Forum event is co-sponsored by students of the UCSC Silicon Valley Extension Personal Financial Planning certificate program and the Silicon Valley chapter of the Financial Planning Association.

Dial-In Information

Registration opens in 2021. Check back soon.

Friday, February 26, 2021 at 11:50am to 1:30pm

Virtual Event




UCSC Silicon Valley Professional Education


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