Learn how you can become a CFP® pro or share your story to inspire others.
Today’s CFP® pros are creative problem solvers, strong relationship builders and enjoy the freedom and flexibility to balance their personal and professional lives.
They choose a career in financial planning to help individuals and families achieve life goals through proper management of personal finances. From budgeting, planning for retirement, saving and paying for higher education, to managing taxes and insurance coverage, CFP® pros help their clients bring all the pieces of their financial lives together.
Interested in a career as a CFP® professional? Get the details on how to become certified. Learn how and why.
Need advice, have a question, or looking for support on your path to becoming a CFP® pro? Hear directly from current CFP® professionals and those on their way to certification through our interactive Candidate Forum.
The WIN-to-WIN Mentorship Program also helps candidates interested in CFP® certification connect with current CFP® professionals serving as mentors who can provide support and guidance through the certification process. To find a mentor, visit our online mentorship tool.
Learn about scholarship programs from the CFP Board Center for Financial Planning that enable qualified individuals to start or complete the education requirement for attaining CFP® certification.
Get the latest information on certification requirements as well as career planning insights from CFP Board by creating your online account here.
Demand for financial planners is growing. Nearly 20% of current financial planners are near retirement, and the Bureau of Labor Statistics projects demand for the career will increase 30% by 2024. In fact, the Bureau projects that job growth for financial advisors is expected to grow 4 times higher than other occupations.
As an educational institution, you have access to a variety of tools to educate and promote financial planning careers to current and prospective students. Show your students that a career in financial planning is rewarding and can set them up for long-term success.
Download a customizable template article about the benefits of a career in financial planning that you can place in your school’s paper or newsletter.
Download a promotional flier about the “I am a CFP® Pro” campaign that you can distribute at your school to encourage students to consider a career as a CFP® Pro.
Find personal stories from CFP® professionals and stay connected with us on Instagram.