How We Work with Employers
We work with firms, large and small, across the country to support and grow their CFP® professionals. We can help support your efforts to build a diverse pipeline of talent, increase the number of CFP® professionals at your firm and institutionalize a culture of financial planning.
Build a Diverse Pipeline of Talent
We will work with you to help strengthen your pipeline of diverse talent. With access to more than 87,000 CFP® professionals, our Career Center, and relationships with over 200 schools and universities, CFP Board can help connect you with diverse individuals seeking careers in the financial services industry.
Increase the Number of CFP® Professionals at Your Firm
Consumers who work with a CFP® professional are more satisfied than consumers who work with a financial planner who is not certified. We can help you grow your firm's number of CFP® professionals.
Firms have seen great success partnering with us on growth campaigns. We can support your efforts to grow the number of CFP® professionals at your firm.
Consider incorporating the experience requirement into your advisor training — or learn how existing designations such as CFA®, CLU® and ChFC® can streamline CFP® certification.
Foster a Culture of Planning
Comprehensive financial planning adoption across all business models continues to grow. According to Cerulli Associates’ 2017 Advisor Metrics, between 2013 and 2017, the percentage of advisors’ clients who received comprehensive financial planning services increased from less than a third to nearly half.
CFP® professionals are more productive
Our Aite research shows that CFP® professional practices are more productive than practices without a CFP® professional.
Highest consumer awareness
CFP® certification has the highest awareness among consumers. Learn more about the Public Awareness Campaign.
Consumer preference for comprehensive planning
81% of consumers prefer an advisor who takes all areas of their financial life into account.
Additional Ways We Work with Employers
We can connect you with the CFP Board Center for Financial Planning, to work jointly to create a more diverse and sustainable financial planning profession. Together we can work toward strengthening the talent pipeline, increasing diversity and inclusion, and conducting research to guide practice.
Schedule a Call with Us Today
If you're working to increase financial planning at your firm — whether through convincing leadership or increasing planning adoption by advisors — we can help. Learn how we can work together by contacting Joseph Maugeri, CFP®, Managing Director of Corporate Relations, at 202-379-2254, or via email below.