Resources for Job Seekers

Career Center

Resources for Job Seekers

CFP Board WIN-to-WIN Mentoring Program

Find a mentor! The CFP Board’s WIN-to-WIN program is aimed at helping women interested in CFP® certification connect with existing CFP® professionals who can provide support and guidance through the certification process. Thank you for your interest and participation. Additional help and support is always available at 1-800-487-1497.

Learn more about CFP Board's WIN-to-WIN program

Recorded Webinar:
Stand Out from the Crowd: Build Your Personal Brand

What is your personal brand? Branding yourself means to develop a unique professional identity and coherent message that sets you apart from others either in your company or in your industry.

In this recorded webinar, Dr. Lisa Andrews, Manager of the Career Center at CFP Board, details the best strategies and practices for building your personal brand.

Recorded Webinars for Job Seekers

The CFP Board Career Center hosts regular webinars offering insight and advice to assist job seekers in the financial planning industry in developing their careers. These webinars are archived as an online resource for job seekers unable to attend, and for those attendees that wish to review the information.

View the Recorded Webinars

Financial Planning Career Path

A new CFP Board infographic details the opportunities available to job seekers through our online Career Center. Learn about important trends and resources for those seeking to advance their career in the financial planning industry.

Download the Financial Planning Career Path Infographic [PDF, 599K]


The Milton Stern Scholars Fund

The Milton Stern Scholars Fund (MSSF) is a scholarship program that honors Milton Stern’s memory, professionalism, and contributions to the financial planning profession under the CFP Board Center for Financial Planning. The purpose of the MSSF is to offer scholarships for students seeking to complete a CFP Board Registered Certificate Program, which then qualifies the student to sit for the CFP® exam.

Access Scholarship Opportunities

The Paths to Fulfilling the Experience Requirement for CFP® Certification

As you plan your career, there are many ways to attain the experience required for CFP® certification. Hear some CERTIFIED FINANCIAL PLANNER™ professionals talk about the paths they chose.

Learn more about the Experience Requirement for CFP® Certification

Have you landed a job with help from the CFP Board Career Center?

Share your story with us


Helpful Articles and Resources

As you search for positions in the financial services industry, here are some helpful resources to guide you:

About the Financial Planning Profession

Finding Jobs or Internships
A systematic approach to finding career opportunities that are right for you.

Developing an Effective Resume
Prepare your job search toolkit with an effective resume.

Preparing for an Interview
Look at these tips before stepping into your job interview.

Information for Career Changers
Are you making a transition in your career?  Read on.

Self Assessment (DOC, 32KB)
Why this important step in your job search should never be overlooked.

Becoming a CFP® Professional
Guide to CFP® Certification
Create Your CFP Board Account
Find a CFP Board-Registered Education Program
Taking the CFP® Exam
Gaining Professional Experience 

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