CFP Board Mentor Program

Become a CFP® Professional


CFP Board Mentor Program

Get Connected with CFP® Professionals on Your Path to Certification. 


The newly launched, expanded CFP Board Mentor Program provides the opportunity for ALL those pursuing CFP® certification to connect with a mentor. Building on the success of the WIN-to-WIN Mentor Program, the program connects aspiring candidates for CFP® certification with current CFP® professionals who can share their knowledge and experience, and help you on your path to certification.

Enroll in the Mentor Program

Mentoring ensures that those interested in financial planning understand the unique benefits of CFP® certification and have guidance and support while on the path to certification.

The program also makes it easy to find a mentor who fits your needs and provides you with an easy way to connect with them.

Get Enrolled Today 
to find your mentor and keep moving forward on your path to certification.

Enroll in the Mentor Program

Candidates for CFP® certification can enroll in the Mentor Program by completing their online profile. Creating a profile takes only a few minutes – and you can even add a photo and a link to your LinkedIn profile. Instructions for enrolling are on CFP Board's Mentor Program website. Both CFP® professionals wanting to volunteer as mentors and mentees on the path to CFP® certification can enroll by completing their online profile.

Get Started on Your Enrollment


The Value of Mentoring:

“My mentor...shares my professional credentials, so she understands my career path and my path to CFP® certification. Her willingness to mentor me has been invaluable! She has given me advice on the exam, as well as guidance about my career in the financial planning industry.”

      - Laura Boedges, CFP®, Wealth Advisor

Building on Success: Background on the Mentor Program

The CFP Board Mentor Program is an expansion of the successful WIN-to-WIN Mentor Program. In 2016, CFP Board launched the WIN-to-WIN Mentor Program to connect aspiring female CFP® professionals with established CFP® professionals for guidance and support as they pursue their careers in financial planning and their CFP® certification.

In its first two years, the WIN-to-WIN program led to more than 1,600 engagements between mentors and mentees that have provided candidates with invaluable information on the certification process. 


If you have questions about the CFP Board Mentor Program, please contact us at

Exam Dates


CFP® Certification Examination
March 10-17, 2020

Most Recent Exam:

CFP® Certification Examination
November 5-12, 2019

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Find An Education Program

Employment for personal financial advisors is projected to grow much faster than the average for all occupations through 2024. 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 30 percent through 2024, according to the Labor Department.

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.