For Employers of CFP Professionals

For Employers of CFP® Professionals


For Employers of CFP® Professionals

More than 85,000 professionals in the United States are authorized by CFP Board to use the CFP® certification marks. A significant number of those CFP® professionals are employed by a small number of national firms. CFP Board enjoys strong working relationships with many of these firms and helps support internal efforts to increase the number of CFP® professionals and to make sure that firms have an accurate understanding of the requirements for CFP® certification.

Why CFP® Certification is good for your firm

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The Value of CFP® Certification for Firms

The need for personal financial planning expertise is greater than ever, and CFP® certification is the financial planning designation most recognized by consumers and most desired within the financial services industry.  CFP® certification can be a key differentiator for firms and individual financial professionals looking to improve the quality of their advice and provide additional value to clients

CFP Board Career Center

The CFP Board Career Center provides an opportunity for firms to connect with those who hold or are pursuing the highest standard — CFP® certification. The Career Center can help streamline your hiring process by providing targeted access to highly qualified financial planning professionals.

Visit the CFP Board Career Center
Access Career Center Resources for Employers

Resources & Updates

CFP Board can assist your firm in these ways:

  • Collateral materials to support internal efforts to encourage certification.
  • Updates about CFP Board policies and procedures that may impact CFP® professionals or candidates for CFP Board's certification at the firm.
  • Firm Reports, which show those CFP® professionals who have reported an affiliation with a firm, allowing the firm to recognize newly certified individuals or to identify those who are close to their renewal date.
  • The opportunity to join CFP Board and other firms at an annual meeting to discuss CFP® certification and financial planning in the context of a corporate environment.
  • Personal visits and a contact within CFP Board to answer questions.

Learn more 

To learn more about how CFP Board can support the efforts of firms, please contact Joseph Maugeri, CFP®, Managing Director of Corporate Relations, at

More for Employers of CFP® Professionals

Support CFP® Professionals

Your firm’s CFP® professionals are some of your biggest assets.  Learn more about how you can partner with CFP Board to support current CFP® professionals and encourage others to advance their careers by achieving CFP® certification.
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Continuing Education

CFP® professionals are required to complete continuing education in order to maintain CFP® certification.  Your firm can assist CFP® professionals in keeping up-to-date with their CE obligations, and may also register to provide continuing education accepted by CFP Board.
Learn more 

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Ethical Standards & Enforcement

CFP Board's rigorous enforcement of its ethical standards distinguishes the CFP® certification from the many other designations in the financial services industry.  CFP Board has developed resources to assist CFP® professionals in understanding and complying with the standards.
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Annual Firms Summit

This annual meeting for representatives of large firms that employ CFP® professionals is a valuable opportunity for firms to meet with CFP Board’s leadership and to learn about and share best practices for supporting CFP® professionals.
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Center For Financial Planning | Logo | Gold

The Center's focus includes workforce development, diversity, and the profession's body of knowledge.

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Verify CFP® Certification Status


Register as a CE Sponsor

Help the CFP® professionals at your firm by becoming a CFP Board-registered Continuing Education Sponsor and offering in-house CE programs accepted by CFP Board.

Learn More & Register