Join the Zoo Crew
For students and new planners
Our program is designed for students and recent graduates pursuing their CERTIFIED FINANCIAL PLANNER™ certification. Our team is also a great fit for newer financial planning professionals seeking to gain experience in a part-time, paid, virtual and flexible environment that is highly focused on learning the craft of financial planning from the technical/software perspective.
Ideal candidates are aspiring financial planners pursuing the CFP® certification, looking to gain qualifying experience hours while working with real life cases and learning current software.
Please note that we require current enrollment or completion of CFP Board-approved coursework for our Zoo Crew. If you are interested in getting started in our profession, please check out the CFP Board's Certification Process or this Career Changer's Guide to Becoming a Financial Advisor.
If you would like to learn more, contact us at zookeeper@planningzoo.com or fill out the Planning Zoo Crew interest form, but don't wait, slots will fill up fast.