We have numerous resources to support your efforts as a firm around CFP® certification. We've also included resources and tools that support your employees pursuing CFP® certification, as well as your existing certified professionals.
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.
A roadmap guide outlining the advantages of firms adopting a designation strategy to help their advisors as financial planning professionals.
Understand the services firms can receive from CFP Board and the Center for Financial Planning to build out their financial planning programs.
These results show that consumers prefer comprehensive financial planning assistance from certified advisers.
CFP® certification has the highest awareness among consumers thanks to our ongoing campaign.
Consumers are more satisfied and confident when working with a CFP® professional.
Visit CFP Board's Career Center to locate new talent, both employees and interns.
Read research on workforce development, as well as racial and gender diversity, at The Center for Financial Planning website.
Attend the CFP Board Conference to learn from industry leaders and your peers.
Support your existing CFP® professionals and your employees on the path to certification. We have resources to help.
Learn about the many way to get involved with CFP Board.
Learn the steps to becoming a CFP® professional.
Learn more about our standards and how they're enforced.
Find help along your path to certification.
View the advertisements and access the campaign toolkit.
Look for courses to complete your required CE each reporting period.
Read the latest research, exchange dialogue and ideas, and add to the financial planning body of knowledge.
Our double-blind, peer-reviewed academic journal is published quarterly and features high-quality research related to financial planning.
The Center for Financial Planning has numerous resources around workforce development, racial diversity and gender diversity.
Train to become a faculty member in this course offered in partnership with Columbia University.
This book focuses on helping you learn to relate to clients on a more fundamental level.
Our work in this discipline explores biases, behaviors and perceptions that impact client decision-making and overall financial well-being.
Learn how to build a more effective and client-centered practice in this course offered in partnership with the Wharton School.
Find out how we can work together to support and grow your CFP® professionals.
As a sponsor of CFP Board Connections Conference, Oct 5-7 in Las Vegas, you will be able to build visibility, strengthen relationships and showcase your brand at the largest official gathering of CFP® professionals.
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