Find a Mentor
For some, navigating the exam process alone can have its challenges. By enrolling in the Mentor Program, you can connect with a CFP® professional ready to support you and help you stay on track.
The Mentor Program is now open for those preparing for the November 2024 CFP® Exam. Enroll by September 23 to participate!
The Value of a Mentor
You don't have to do this alone. There is a CFP® professional mentor who is ready to help and support you as you get ready for the CFP® exam.
Mentors can help you focus on time management, study strategy, staying motivated, dealing with work/life balance and more. By connecting with a mentor, you can gain valuable insights from your mentor’s own experience preparing for and passing the CFP® exam.
There are three mentoring cycles each year that align with the three exams offered: March, July and November. Open enrollment will begin once exam registration for the next exam opens. Each mentoring relationship will last three to four months, and you must connect with your mentor a minimum of three times in person or virtually.
The Mentor Program is completely free, and creating your profile takes only minutes.
Mentor Resources
These tools and resources will guide you through the process and help you make the most of your mentor relationship with a CFP® professional.
Mentee Success Kit
This toolkit outlines the objectives and expectations for participating in the Mentor Program and provides tips for a first-time meeting agenda.
Resource Library
Use these resources we've created for guidance on building a successful relationship with your mentor to make the most of your mentoring experience.
Exam Preparation Checklist
Here is a step-by-step checklist to help you along your path preparing for the CFP® Exam. Review this resource and schedule check-ins with your mentor to help stay on track!
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