Why CFP Certification Matters

The Certification That Matters


Why CFP® Certification Matters

CFP® certification is recognized as the highest standard in personal financial planning. Whether you are thinking about attaining CFP® certification or you are currently a CFP® professional, you will learn more here that will support your decision and reinforce your choice to be one of more than 80,000 CERTIFIED FINANCIAL PLANNER™ professionals

Your expertise needed

"Financial planning isn't just for the wealthy. It's for everyone," says Eleanor Blayney, CFP®. "In a world where people are more responsible than ever for their financial lives, it's important that people understand the key things they need to do in each phase of their life."

Build Your Future by Helping Others Build Theirs

More and more people need financial advice. As a CERTIFIED FINANCIAL PLANNER™ professional, you will experience the satisfaction that comes from assisting people with their financial planning while building your career. The knowledge you gain from earning your CFP® certification will help you give better advice to clients. This translates into a more successful career.

CFP® professionals tell you about the benefits of certification

Lazetta Rainey Braxton, CFP®

“The CFP® designation is like an accountability partner. There are requirements that enable you to know that you are doing your job well.”

View more video testimonials by CFP® professionals

Build Credibility

CFP® certification demonstrates a deep knowledge and commitment to personal financial planning. More and more consumers seeking financial planning help are looking for planners of an exceptional quality who adhere to the highest standard. Nearly 9 in 10 consumers say they would feel more confident working with an advisor who holds a financial planning designation. The CFP® certification provides the public with confidence in your ability to meet these expectations.

Differentiate Yourself in the Field

CFP® certification is generally recognized as the highest standard in the personal financial planning. Having your CFP® certification enables you to stand out in the industry and communicates your expertise and credibility to your clients. 83% of CFP® professionals feel that they have a “competitive edge” over financial planners who do not hold the CFP® certification, according to our 2017 survey.

Your Career Choice

Once you are certified, and by maintaining your CFP® certification, you demonstrate to the public that you have agreed to meet high standards of professionalism in a changing financial world.

Joseph McLaughlin, CFP®, appreciates how important becoming a CFP® professional was to his financial advising career. He is among a select group of planners who have met the rigorous requirements necessary to call themselves CERTIFIED FINANCIAL PLANNER™ professionals.

Growing Field

The financial planning career path is expected to grow substantially in the coming years. The population of financial advisors is expected to grow at a rate of 30 percent through 2024, according to the Labor Department. US News & World Report recently rated a career as a financial advisor as # 4 in Best Business Jobs and # 41 on their list of the top 100 Best Jobs.

Elite Company

Attaining your CFP® certification proves you are part of an elite group of more than 80,000 CFP® professionals who possess the highest credential in the financial planning field. Less than 25% of practicing financial advisors in the industry can claim this distinction.

Follow a Highly Satisfying Career Path

According to our 2017 study, 91% of CFP® professionals are very satisfied with their career choice in financial planning.  91% say they are very satisfied with their decision to pursue CFP® certification, and the same percentage would recommend CFP® certification to other financial professionals.

CFP Board Builds Awareness

Increasing public awareness of the financial planning profession is central to CFP Board’s mission. CFP Board just launched the second phase of a multi-year national advertising campaign designed to raise public awareness of CFP® certification.

Take action

What's your next step?


Get certified
Step-by-step pathway to get certified.

Get Certified

Challenge Status
Learn what professional credentials, including CPA, ChFC, CLU, or CFA®, can qualify you to Challenge the CFP® exam and fast track your path to CFP® certification.

Create your online CFP Board account
Indicate your interest in CFP® certification by creating a secure online account.

Find an education program
Use the form here to generate listings of institutions that have registered a financial planning curriculum that satisfies CFP Board's education coursework requirement.

Already Certified?

Update your search profile
The "Find a CFP® Professional” online search tool can help you connect with Americans seeking professional financial planning services. Update your profile.
Promote yourself, promote the CFP® certification
Preview the resources available to CFP® professionals.
Put Your Needs First. Work with a CFP® Professional
Continuing Education
More than 1,000 CE Sponsors are registered with CFP Board to provide continuing education.

CFP Board Report newsletter
Keep informed about CFP Board’s work to uphold the CFP® certification.