Tools & Resources
No matter where you are on the path to CFP® certification, CFP Board is here to support you. Whether you're looking for career opportunities, prepping for the exam or seeking advice or moral support, we can connect you to resources to help you on your path to CFP® certification.
Staying on Track
Earning your CFP® certification is a commitment, but one that pays off in a rewarding career. Here are a few tools and insights for staying motivated and focused along the way.
Checklist for candidates
See the steps to CFP® certification and how you can plan ahead.
5 Habits of Successful Candidates
Learn what habits can get you in the right mindset for successfully becoming a CFP® professional.
We've brought together our top exam resources and strategies to help you prepare, and to set your expectations for exam day.
Meet Mentors & Candidates Like You
Get the moral support and advice you need to stay motivated on your path to CFP® certification.
Mentors are CFP® professionals who have been through the certification process, so they know what you're going through. They offer insights into their personal experience, and can give you a sense of what it's like to work as a financial planner.
Meet others like you who are at various stages on their path to CFP® certification. Whether you need advice, answers or support, the forum is a great way to get started. It's free to join.
Scholarships for CFP® Certification Coursework
The CFP Board Center for Financial Planning offers scholarships to help fund your certification coursework through a CFP Board Registered Program, as part of the education requirement for CFP® certification. These scholarships are helping to create more diversity within the financial planner workforce.
Get Financial Planning News Delivered to Your Inbox
Every month, the CFP Board Report brings together CFP Board news, activities, policies and upcoming events to help CFP® professionals stay up to date.
The Let's Make a Plan newsletter provides consumer alerts, financial planning tools and resources, many of which offer topical information for discussing with your clients.
Start your journey to CFP® Certification
- Track your progress with the CFP® Certification Tracker
- Post your resume at the Career Center
- Connect with a mentor who can guide you
- Register and prepare for the exam
- Find career and financial support
- Connect with other candidates at our online forum