Resources for Employers

Career Center

Resources for Employers

The CFP Board Career Center provides an opportunity for firms to connect with those who hold or are pursuing the highest standard—CFP® certification. The following resources are available to employers to help them formulate the right strategies to find the ideal candidate.

New Guide to Financial Planning Career Paths

A new, comprehensive guide offers firms with financial planner roles a wealth of knowledge relating to recruitment, training, career development and retention.

The Financial Planning Career Paths: Building More Sustainable and Successful Businesses highlights the importance of career advancement to attract and retain the next generation of advisors. The guide is designed as a resource to help firms structure and communicate career path opportunities.

Learn more

Sponsorship Opportunities

A variety of sponsorship packages with the CFP Board Career Center provide opportunities for firms in the financial planning industry to connect with those who hold or are pursuing the highest standard in the industry—CFP® certification—and increase their visibility with job candidates.

Learn About Sponsorship Opportunities

Recorded Webinars

The CFP Board Career Center hosts regular webinars offering insight and advice to assist employers in the financial planning industry strategize appropriately in their search for the right candidate.

View the Recorded Webinars

Helpful Resources

The CFP Board Career Center provides a growing collection of articles to assist employers in hiring and retaining talent. Topics include internship guidelines (PDF, 33KB), best practices in recruiting, how to develop a competitive compensation plan, how to motivate and retain top talent, what you should know about the CFP® certification, and much more.

Access Helpful Articles and Resources

Fidelity Investments is an independent company, unaffiliated with Certified Financial Planner Board of Standards, Inc. (CFP Board).

There is no form of legal partnership, agency affiliation, or similar relationship between the CFP Board and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by the CFP Board or any other third party company and does not guarantee, or assume any responsibility for, its content.

CFP Board Candidate Forum Logo

Looking for support on your path to CFP® certification? Join a dynamic conversation with other candidates in our community site.

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More than 1,000 CE Sponsors have registered with CFP Board to provide continuing education.

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