Licensing, CFP®, and What Comes Next

Career Growth in Motion

 

Access the recording to hear real talk on career growth in financial services, from licensing and CFP® certification to what comes next. Join Anne Schutt, VP of Business Development at Midwestern Securities Trading Company, and Tiffany Guy, Senior Curriculum Manager at BIF, as they share their experiences in the industry and the lessons that helped shape their careers.

 

What You’ll Learn:
  • How to explore career paths in financial services
  • The differences between securities licensing and CFP® certification
  • Tips for building long-term career growth and confidence
  • Why continuous learning is essential for success in the industry

 

Thinking about a career in financial services or wondering what comes after licensing? This webinar breaks down CFP® certification, career growth, how to keep leveling up in the industry, and more.

 

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Meet the Panel

Anne Schutt, CFP®, MBA, WMCP® ChFC®

Anne Schutt is the Vice President of Business Development at Midwestern Securities, a boutique broker-dealer owned by financial advisors and bankers. She is also a CERTIFIED FINANCIAL PLANNER®, Certified Exit Planning Advisor® and the Managing Director of Fortress Wealth Planning Group at Fortress Bank. 

With a diverse background in healthcare and finance, Anne brings a dynamic perspective to her role. She is an experienced conference speaker and published author in several industry publications. Over her 25-year career in sales, training, and leadership, Anne has helped community financial institutions modernize and grow their investment programs while guiding individuals and business owners toward financial peace of mind through personalized financial planning. 

She lives in Peoria, Illinois with her son, Connor, and their two very spoiled rescue dogs. 

 

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Tiffany R. Guy, CFP®

Tiffany R. Guy, CFP® serves as the Senior Curriculum Manager at BIF. With over two decades of experience in the financial services industry, she transitioned from directly working with clients to coaching and training financial advisors.  

Tiffany's focus is on empowering advisors to grow and develop their practices effectively. At BIF, she leverages her expertise to deliver a comprehensive CFP® curriculum that not only prepares students for the exam but also equips them with practical skills essential for their careers as CFP® practitioners. 

Tiffany resides in Charlotte, NC, with her husband, Rob, and son, Jackson. She is also an enthusiastic apiarist and maintain two beehives in her backyard, supporting pollination and producing honey. 

 

 

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Todd Rosenfeld

Todd is Chief Learning Officer at Securities Training Corporation (STC), the market leader in securities training. He manages the company’s instructor staff and its design and development department. He works closely with the firm’s offices and affiliates to ensure quality and consistency in the delivery of STC courses worldwide in both securities licensing and continuing education. Todd also directly oversees the firm’s relationships with many of the major investment banking and brokerage firms.

As a seasoned instructor and executive, Todd regularly presents at industry conferences, including the Association of Registration Management (ARM) and the annual FINRA Conference. Founded on Wall Street in 1969, Securities Training Corporation (STC) has successfully helped millions of professionals pass FINRA regulatory exams, launch their careers and meet continuing education requirements.

Todd joined STC in 1981 as an instructor and was named Director in 1987. He is a member of Securities Industry Financial Markets Association (SIFMA) legal and compliance society. He is a graduate of the State University of New York at Binghamton.


 

 

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