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
of CFP® professionals believe certification gives them more credibility in the eyes of their clients.
of consumers surveyed prefer an advisor who has passed a certification exam in addition to a rigorous education program.
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).
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.
Resources for Employers and Your Employees
We're here to support your efforts to grow your number of CFP® professionals, better understand the requirements for certification and continue to develop the skills of your advisors who are already certified. To learn more, contact our Managing Director of Corporate Relations, Joe Maugeri, CFP®, at email@example.com.
Explore Insights with The Firms Forum
Explore the latest trends, topics and issues facing the financial advice industry with The Firms Forum. Our corporate relations team publishes articles monthly and offers a newsletter for the financial community.
Recruit Talent at the Career Center
CFP Board's Career Center connects firms with CFP® professionals, candidates pursuing CFP® certification and students searching for internships.
Working Together to Recruit and Retain New and Diverse Talent
The CFP Board Center for Financial Planning strives to create a more sustainable and diverse financial planning profession by attracting the next generation of financial planners. Partner with the Center to support your firm's efforts.
Join Us at the CFP Board Conference
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 educational institutions involved with CFP® certification, and share best practices for supporting CFP® professionals. Our 2022 event offers a new and exciting format.
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.