Resources for Employers and Your Employees
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.
CFP® Professionals have an advantage
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.
CFP Board CEO Kevin Keller explains the benefits of becoming a CFP® professional at your firm.
Firms can share this video with their advisors. For additional versions of the video or to partner with CFP Board, please contact us.
Resources for employers
The Firms Forum
Monthly articles exploring the latest trends, topics and issues facing the financial advice industry.
Designation Policy to Designation Strategy
A roadmap guide outlining the advantages of firms adopting a designation strategy to help their advisors as financial planning professionals.
Resource Guide for Firms
Understand the services firms can receive from CFP Board and the Center for Financial Planning to build out their financial planning programs.
Financial Adviser Consumer Survey
These results show that consumers prefer comprehensive financial planning assistance from certified advisers.
Public Awareness Campaign Results
CFP® certification has the highest awareness among consumers thanks to our ongoing campaign.
Heart & Mind Strategies Research
Consumers are more satisfied and confident when working with a CFP® professional.
Career Center
Visit CFP Board's Career Center to locate new talent, both employees and interns.
Center Research
Read research on workforce development, as well as racial and gender diversity, at The Center for Financial Planning website.
CFP Board Conference
Attend the CFP Board Conference to learn from industry leaders and your peers.
Resources for Your Employees
Support your existing CFP® professionals and your employees on the path to certification. We have resources to help.
Volunteer Opportunities
Learn about the many way to get involved with CFP Board.
Become a CFP® Professional
Learn the steps to becoming a CFP® professional.
Professional Standards
Learn more about our standards and how they're enforced.
Tools and Resources
Find help along your path to certification.
Public Awareness Campaign
View the advertisements and access the campaign toolkit.
Continuing Education
Look for courses to complete your required CE each reporting period.
Additional Resources
Read the latest research, exchange dialogue and ideas, and add to the financial planning body of knowledge.
The Center for Financial Planning has numerous resources around workforce development, racial diversity and gender diversity.
Our double-blind, peer-reviewed academic journal is published quarterly and features high-quality research related to financial planning.
Train to become a faculty member in this course offered in partnership with Columbia University.
Learn how to build a more effective and client-centered practice in this course offered in partnership with the Wharton School.
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.
How We Work with Employers
Find out how we can work together to support and grow your CFP® professionals.