Learn how you can become a CFP® pro or share your story to inspire others.
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. And there are financial rewards, with the Bureau reporting that financial planners earn a median salary of $89K.
Learn more about this exciting career and access a variety of resources to support your path to become a CFP® pro.
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.
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 as a CFP® Pro is rewarding and can set them up for long-term success.
Below is a toolkit of fully customizable resources to educate students about the financial planning career and attract new students into your program. The toolkit includes a variety of promotional materials that can be cobranded with your institution and plugged into your existing outreach to current and prospective students. Please note that while the materials are fully customizable, we ask that you share them with us before use if you modify the branding of the Center, or the campaign and its sponsors and spokespeople.
Please keep us informed of your efforts and let us know if you have any questions by contacting Eddy Demirovic, Manager of Programs and Operations at the CFP Board Center for Financial Planning, at edemirovic@CFPBoard.org or 202-379-2253.
You can easily embed these videos to your school's website and share them through your social media channels. To add them to your website, simply click on the YouTube links below, click “Share” under the video and click “Embed.” Copy the HTML code that appears and paste it into your website's HTML code.
Download promotional fliers to encourage current and prospective students to consider a career as a CFP® Pro.
Microsoft Word versions below can be easily customized with your school's logo and colors for printing in your office, or saved as PDF files for electronic distribution:
The Adobe InDesign versions can be customized by a graphic designer and printed professionally:
These 24x36 posters can be customized by a graphic designer and placed around your school.
Download customizable template articles about the benefits of a career in financial planning:
Download a customizable communication that you can distribute at your school to encourage current and potential students to consider a career as a CFP® Pro: