For Employers of CFP® Professionals

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Resources for Employers

Financial services firms have access to a variety of materials and resources from CFP Board. To learn more about how CFP Board can support the efforts of firms, please contact John Loper, CFP®, CFP Board’s Director of Corporate Relations, at jloper@cfpboard.org.

Publications & Resources

CFP Board Surveys and Statistics

Public Awareness Campaign

Increasing public awareness is central to CFP Board’s mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. In November 2010, CFP Board’s Board of Directors authorized the organization to proceed with a multi-year public awareness campaign to raise the awareness of CFP® certification. As part of the campaign, CFP Board is placing advertisements in national cable television, print and online media channels, as well as engaging in extensive public relations and consumer outreach activities in support of the campaign. 

The campaign includes a toolkit of resources that CFP® professionals can use in their local communities to extend the reach of the campaign, and updates from CFP Board on the progress of the campaign. CFP Board welcomes opportunities to work with firms that employ CFP® professionals to extend the reach of the campaign.

Review the Public Awareness Campaign Toolkit

Verify CFP® Certification Status

* REQUIRED

Register as a CE Sponsor

Help the CFP® professionals at your firm by becoming a CFP Board-registered Continuing Education Sponsor and offering in-house CE programs accepted by CFP Board.

Learn More & Register