CFP Certification Resources
Found 14 articles
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The chair of the CFP Board talks about what she’s doing to preserve her organization’s brand and extend its reach.
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Rate of growth of CFP professionals in 2021 double the previous year.
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Financial planning positions vary widely from one company to the next, and there are numerous ways to enter this in-demand profession.
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The CFP Board Center for Financial Planning’s latest career guide examines the diversity of career tracks and jobs available in the financial planning profession — and shares steps that new entrants can take to find the right opportunity.
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CFP® Certification: The Must-Have Credential for Advisors as Firms Increase Focus on Financial Pl...
2/16/2022
Financial planning represents a way for financial advisors to differentiate their practices in an investment management space that has become increasingly commoditized. -
Guide to Careers in Financial Planning
10/4/2021
The Guide to Careers in Financial Planning provides students, recent graduates and career changers with information on starting and sustaining successful financial planning careers. -
Experienced CFP Board Ambassadors discuss how they helped their clients weather the worst economic storms of the past two decades.
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Administered by the Certified Financial Planner Board of Standards, Inc. (or CFP Board) the Certified Financial Planner (CFP) designation is the gold standard of the industry and demonstrates a financial planner’s commitment to education, professionalism, and client-centered planning.
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The value behind CFP® certification extends far beyond the credibility that the CFP® mark conveys. The unique skill set and personal network CFP® professionals earn while pursuing CFP® certification establishes a critical foundation to build a successful career in this growing field.
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CFP® Designation Overview
8/31/2020
After completing the Certified Financial Planner program coursework, candidates are then able to register to complete the CFP certification exam. The CFP® exam is administered in a 100% computer-based format during three eight-day testing windows each year in March, July, and November. -
This Impact Report, commissioned by Certified Financial Planner Board of Standards Inc. and produced by Aite Group, identifies and quantifies differences between financial advisors who hold the CFP® certification and financial advisors who are not CFP® professionals.
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Jointly developed by CFP Board’s Center for Financial Planning and BNY Mellon’s Pershing—with the Ensemble Practice, TD Ameritrade, Northwestern Mutual, Envestnet and Charles Schwab—the Career Paths Guide serves as a roadmap for firms and young professionals who are navigating financial planning ...
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As the name suggests, financial planners help their clients, generally, individuals or business owners, reach their financial goals. To remain current with the latest investment strategies and products, financial planners must be serious about ongoing professional education.
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CFP® certification indicates to the public your ability to provide financial planning unsupervised. To support this, CFP Board requires you to have the equivalent of three years full-time professional experience related to the financial planning process , or two years of apprenticeship experience...