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.
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.