Benefits of CFP Certification

For Employers of CFP® Professionals


Benefits of CFP® Certification

Why do individuals choose to become CERTIFIED FINANCIAL PLANNER™ professionals?

At a time when many Americans are reaching retirement age, the need for personal financial planning expertise is greater than ever. Recruiters and prospective employers recognize CFP® certification as the most desired designation in this growing field. Becoming a financial planner offers:

  • High income potential
  • Dynamic, respected profession
  • Satisfaction from helping people meet financial goals and plan for the future

What are the long-term benefits of CFP® Certification?

Your Path to CFP® Certification

Joseph McLaughlin, CFP®, Financial Advisor, First Command Financial Services, is interviewed about how important becoming a CFP® professional was to his financial advising career

Research by Aite Group shows that 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.  Key findings of the research – which was commissioned by Certified Financial Planner Board of Standards, Inc. – include:

  • CFP® professionals earn 26 percent more in compensation than other financial advisors, adjusted for years of experience;
  • 70 percent of CFP® professionals surveyed believe the CFP® certification has had a positive impact on client trust, confidence with clients and technical expertise;
  • Practices with CFP® professionals generate 40 percent more revenue and are generally more productive than other firms; and
  • Practices with CFP® professionals attract 53 percent more ultra-high net worth and high-net-worth clients than companies without CFP® professionals.

Download the Aite Group Research Report (PDF, 847KB)

What distinguishes CFP® Certification?

  • Education: Approved curriculum
  • Examination: Comprehensive exam
  • Experience: 3 years practical experience (or 2 years apprenticeship experience)
  • Ethics: High ethics and practice standards enforced by CFP Board

Where can I learn more about becoming a CFP® professional?

Get a quick overview of the CFP® certification requirements – and your next steps toward becoming a CFP® professional – at

CFP Board’s Guide to CFP® Certification provides full details about each of the certification requirements.

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