Winter 2014

For Employers of CFP® Professionals


Winter 2014

CFP Board Career Center Now Open to Employers and Job Seekers

The CFP Board Career Center is now open to employers to begin posting jobs.  A special introductory offer is available for jobs posted prior to January 31, 2015.  

Job seekers will begin posting resumes and searching for jobs and internships within the next week, so we encourage you to take advantage of the anticipated high volume of Career Center site traffic to spread the word about your open positions.  The official launch of the Career Center will follow in early January. 

The Career Center will be available through the CFP Board website in early January and will provide an online job board with substantial features to help streamline recruiting processes.  In addition, it will include career, professional development and financial planning industry information. 

Learn more about the opportunities available to employers by exploring the Career Center website, reading our flyer, and viewing a recorded webinar

If you have questions or would like additional information, contact the CFP Board Career Center Manager, Lisa Andrews, at

CFP Board's 2014 Firms Summit

On December 4 & 5, CFP Board held its annual Firms Summit in Washington, D.C.  The meeting was attended by 75 representatives from 40 of the largest financial services firms, including banks, wirehouses, regional B/Ds, independent B/Ds, insurance, RIAs, and service providers.  In addition to significant opportunities to network, the meeting also included extensive discussions of topics on financial planning and the important role CFP® certification plays for your firms, your advisors, and your clients.

Sessions and panels covered a variety of topics, including trends in financial planning, a close look at "robo-advisors," a panel discussion on the future of financial advice, and a panel with heads of Registered Programs who discussed how to best leverage CFP Board's partnerships with universities and colleges.  CFP Board also presented sessions on its Career Center and Women's Initiative, as well as a town hall discussion with Ray Ferrara, CFP® and Kevin Keller, CFP Board's Chair of the Board and CEO, respectively.  Click here to see a detailed copy of this year's conference agenda.

Dates for next year's meeting in Washington, D.C., will be announced shortly.  If you would like to attend, know someone who should attend or have ideas for sessions, contact John Loper, CFP®, Director of Corporate Relations, at

Survey: Certification, Training and Experience Matter to Consumers

According to a survey released by CFP Board on December 4, 2014, consumers, when evaluating financial advisors, are increasingly looking at what advisors know, including the type of advice they provide, their education, and years of experience.

In the survey conducted by ORC International, consumers with more than $100,000 in investable assets were asked about their views of financial advisors and certifications.  Highlights include:

  • Nearly 90 percent see a potential advisor's certifications as important;
  • 86 percent would prefer to work with an advisor who has passed a certification exam and has completed a rigorous course of education; 
  • 82 percent say it is important for a potential advisor to discuss his or her training and certification, with more than a third saying it is very important to discuss before he or she is engaged;
  • Two-thirds of respondents (65 percent) would abandon or not engage an advisor whose knowledge and training is limited largely to his or her company's products or services.

To learn more about the methodology and to view the full survey report, click here

CFP® Examination Update

The first computer-based administration of the CFP® Certification Examination took place November 18-22, 2014 at professional testing sites across the country.  With the computer-based exam, candidates select a testing date during the five-day testing window and choose a testing site from more than 250 Prometric testing sites around the country.  Examinees received preliminary exam results immediately after they completed the exam, and official results from the November 2014 CFP® exam were released to examinees this week.

The transition to the new computer-based format represents the conclusion of more than 5 years of work to ensure that the exam remains valid, reliable and legally defensible in an updated format that takes advantage of the latest technology and best practices in high-stake testing.  Learn more about the computer-based testing format at

Registration is now open for the first of the three 2015 CFP® exam testing windows:

  • March 24-28, 2015 
  • July 28-August 1, 2015
  • November 17-21, 2015

Please encourage your qualified colleagues to register at

Financial Times Shines Spotlight on Successful Women CFP® Professionals

CFP Board is proud to announce that 30 CFP® professionals were named in Financial Times' "100 U.S. Women Financial Advisers 2014."

Financial Times generates this list by inviting brokerages, private banks and registered investment advisers to submit candidates, and uses advisers' self-reported data, regulatory disclosures and research to score attributes such as assets under management, growth rate, and credentials.

"The Financial Times report recognizes that CFP® professionals make up a third of its list, noting the CFP® certification has helped women advisers advance their careers and grow their businesses," said CFP Board Chair Ray Ferrara, CFP®.  "This is certainly true of many of the nearly 71,000 CFP® professionals in the U.S. – men and women.  As CFP Board continues its Women's Initiative to find solutions to increasing the number of women in the financial planning profession, we are pleased that so many CFP® professionals are being recognized as among the best women financial advisers in our nation."

View a list of the 30 recognized CFP® professionals, or view the full list on the Financial Times' website. 

To learn more about CFP Board's Women's Initiative, visit

CFP Board Expands Ambassador Program

On December 11, 2014, CFP Board announced that it has expanded its corps of volunteer CFP Board Ambassadors to 50, with the addition of 28 new Ambassadors.

CFP Board Ambassadors are CERTIFIED FINANCIAL PLANNER™ professionals who serve as representatives of CFP Board in their local communities.  They are chosen based on their demonstrated leadership skills, passion for the financial planning profession and commitment to CFP Board's mission to serve the public.  They serve as resources in their local communities, the media and within the financial planning profession.

The CFP Board Ambassador program initially began in 2010 with seven Ambassadors in seven regions in the United States.  New Ambassadors have come on board since the program's inception, and with the addition of the 28 new Ambassadors, the program will now cover 38 regions throughout the country.

Click here to see a list of the new CFP Board Ambassadors, or here to see a listing of all CFP Board Ambassadors and to learn more about CFP Board's Ambassador program.

November 2014 Business Update Webinar Now Available Online

The recording of the November 2014 Business Update Webinar is now available.  The update shares the latest information from CFP Board, including:

  • Report from the November 2014 Board of Directors
  • A look ahead to CFP Board's 2015 priorities and initiatives
  • Answers to questions from webinar attendees

 If you weren't able to join us for the webinar, a recording is now available here for on-demand viewing. 

Key CFP Board Dates

  • March 10, 2015: Registration deadline for March 2015 CFP® Certification Examination
  • March 24-28, 2015: CFP® Certification Examination
  • July 28-August 1, 2015: CFP® Certification Examination
  • August 6-7, 2015: 2015 CFP Board Registered Program Conference, in Washington, DC
  • November 17-21, 2015: CFP® Certification Examination

As always, we welcome your feedback and questions.  Don't hesitate to reach out to us at and

John Loper, CFP®, Director of Corporate Relations

Sara Muehlbauer, Firm Relations Manager

Center For Financial Planning | Logo | Gold

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

Learn More

Reach New Clients

CFP Board’s “Find a CFP® Professional” online search tool can help you connect with Americans seeking professional financial planning services.

Update Your Profile Today


More than 1,000 CE Sponsors have registered with CFP Board to provide continuing education.

Find CE Opportunities