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.
The Firms Forum offers new articles on the latest trends, topics and issues facing the financial advice industry.
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.
See why firms are working with CFP Board to build their number of CFP® professionals — and download our Why CFP® Certification Guide (PDF).
Some of the nation's leading financial firms partner with CFP Board to develop their CFP® professional programs. We help firms like yours:
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 Corporate Growth.
CFP Board's Career Center connects firms with CFP® professionals, candidates pursuing CFP® certification and students searching for internships.
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.
The CFP Board Connections Conference is a groundbreaking event that combines the best features of CFP Board’s Firms Summit, Diversity Summit, Registered Programs Conference and Academic Research Colloquium.
This annual event provides an exclusive opportunity for today’s employers of CFP® professionals with leaders from the colleges and universities preparing the CFP® professionals of tomorrow.
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.
As a sponsor of CFP Board Connections Conference, Oct 5-7 in Las Vegas, you will be able to build visibility, strengthen relationships and showcase your brand at the largest official gathering of CFP® professionals.
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