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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.

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

Recruit Your Next Hire

Find your next hire at the CFP Board Career Center. Connect with CFP® professionals, candidates pursuing CFP® certification and students looking for internships.

Visit the Career Center