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CFP Board

CFP® Certification: For Employers

CFP Board works directly with financial firms to support your efforts to increase your number of CERTIFIED FINANCIAL PLANNER™ professionals. We partner with you to help you understand the process and requirements, share information on the value of the CFP® certification, as well as keep you informed of any updates.

New: The Firms Forum offers new articles on the latest trends, topics and issues facing the financial advice industry.

How CFP® Certification Benefits Your Firm

Confidence
Confidence
90%

of CFP® professionals believe certification gives them more credibility in the eyes of their clients.

Knowledgeable Advisors
Knowledgeable Advisors
86%

of consumers surveyed prefer an advisor who has passed a certification exam in addition to a rigorous education program.

Career Satisfaction
Career Satisfaction
83%

of CFP® professionals surveyed feel they have a “competitive edge” over other financial planners.

Certification at Work

See why firms are working with CFP Board to build their number of CFP® professionals — and download our Why CFP® Certification Guide (PDF)

View the Benefits of Employing CFP® Professionals

How CFP Board Works With Firms

Some of the nation's leading financial firms partner with CFP Board to develop their CFP® professional programs. We help firms like yours:

  • Recruit and retain top-quality financial advisors to build your advisor workforce.
  • Develop a diverse and qualified pipeline.
  • Train advisors to provide a higher level of advice to better serve your clients.

Join Us at CFP Board's Annual Firms Summit

Every year, CFP Board hosts a meeting with firms that employ CFP® professionals. This event is a valuable opportunity for you to network with your peers, meet with CFP Board leadership and learn about certification updates, and share best practices for supporting CFP® professionals.

Learn more about our annual firms summit

Subscribe to The Firms Forum Newsletter

Join our community of firm leaders to get notified of the latest articles in The Firms Forum and share ideas with CFP Board's corporate relations team.

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