Become a CFP® Professional

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What CFP® Certification Can Do for You

CFP® Professionals speak out on the benefits of certification


CFP® certification is generally recognized as the highest standard in personal financial planning, qualifying financial planning professionals to provide their clients with comprehensive financial advice. CFP Board recently interviewed CFP® professionals on why they chose to become a CFP® professional and the benefits CFP® certification has provided for them and their clients. These interviews highlight the positive impact obtaining CFP® certification has had on many professionals’ careers.

Hear firsthand accounts by CFP® professionals in the videos below. Simply click to play each video. To view a larger version, once the video is playing, click the box on the bottom right of the video player window.
 
 


Brant O. Greene, MBA, CFP®, Financial Advisor, Ameriprise Financial, is interviewed about why he became a CFP® professional and the importance of earning CFP® certification.

 


AnneMarie Kessler, CFP®, talks about becoming a CFP® professional through the Challenge status process. Learn more about eligibility for Challenge status.

 


Lazetta Rainey Braxton, MBA, CFP®, Founder & CEO, Financial Fountains, is interviewed about why she became a CFP® professional.

 


Jeff Crampton, CFP®, CFA®, MBA found that adding CFP® to his credentials distinguishes him in the field.
 

 


Clarissa Hobson, CFP®, Senior Financial Planning Advisor, Carnick & Kubik, is interviewed about the credibility she gained by becoming a CFP® professional.

 


Carolyn McClanahan, MD, CFP®, Founder, Life Planning Partners, Inc., is interviewed about why, as a medical doctor, she decided to become a CFP® professional.

 


CFP® professionals talk about their commitment to earning CFP® certification and how it changed their careers and service to their clients.

 


Joseph McLaughlin, CFP®, Financial Advisor, First Command Financial Services, is interviewed about how important becoming a CFP® professional was to his financial advising career.

 
Note: These CFP® professionals volunteered to be interviewed and were not compensated in any way.

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The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings & investments than those who have not.

Employment for personal financial advisors is projected to grow much faster than the average for all occupations through 2020. Bureau of Labor Statistics

In a March 2012 survey of American consumers, 60% indicated they would benefit from the counsel of a financial planner or advisor.

If you hold one of several degrees, licenses or credentials, you can take the CFP® Exam after completing a single capstone course.

Classroom or online learning? Full-time or part-time studies? There are CFP Board-Registered Programs designed to meet your needs. 

Achieve the certification that is rapidly becoming the industry standard: CFP® certification.

Professionals who have already earned their CFP® certification have enjoyed an average income increase of 30%.

Demand for personal financial advisors is expected to grow 41% by 2016, according to Money Magazine and Payscale.com.

More clients who work with a CFP® professional are satisfied or very satisfied, compared those who work with an advisor without certification.

If you're up for the challenge of helping people achieve their financial goals, financial planning is the career for you.