Helpful Articles and Resources for Employers - CFP Board Career Center

Career Center


Helpful Articles and Resources

The CFP Board Career Center provides a growing collection of articles to assist employers in hiring and retaining talent.

Do you have suggestions or questions about the CFP Board Career Center? Contact us at

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Sponsorship Opportunities

A variety of sponsorship packages 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.

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Internship Guidelines:

CFP Board Guidelines for Internships (PDF, 33KB)
An internship is a pre-professional learning experience that offers meaningful, practical work experience related to a student’s field of study or career interest.

Hiring New Talent:

Five Things You Can Do to Make Your Job More Appealing to Job Seekers (PDF, 18KB)

Best Practices in Recruiting – Recruiting Redefined: Perspectives on the Looming Advisor Talent Shortage (PDF, 2.9MB)

Strategies For Helping Millennials Thrive in The Workplace (PDF, 216KB)
Understanding what motivates younger employees may help you build strong teams and grow relationships with Gen Y investors.

Putting Your Compensation Plan Into Action Article (PDF, 192KB)
Connecting pay to performance may help your firm reward the right behaviors, retain valued employees and achieve long-term strategic goals.

Retaining Talent:

Motivating and Retaining – Opportunity Knocks: Who’s Considering a Move and Why? (PDF, 466KB)

Industry Issues:

Why Our Profession Needs More Women

Working with CFP Board:

Why the CFP® Certification is Good for Your Firm
CFP Board's Professional Standards and Enforcement
CFP Board's Continuing Education Requirements
Your Firm as a CFP Board-Registered Continuing Education Sponsor
CFP Board's Annual Firms' Summit
INSIGHT Newsletter


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