How Does CFP® Certification Complement My Attorney’s License?

The combination of CERTIFIED FINANCIAL PLANNER® certification and an attorney’s license can be quite powerful. Attorneys with CFP® certification have the opportunity to expand their services by adding a personal financial planning arm to their practice.

How CFP® Certification Differs From an Attorney’s License

Thousands of CFP® professionals have indicated they also hold an attorney’s license. While the attorney’s license allows for legal expertise, the CFP® certification is the standard of excellence in personal financial planning and the most recognized by financial planning consumers and potential clients. It signifies that you are trained and experienced in comprehensive financial planning and charting a course for your client’s secure future.

By adding CFP® certification to your credentials, not only will you be able to offer a more detailed and holistic approach for clients, but you will have opportunities to engage with clients more frequently for sustained services. In addition to using your legal expertise for activities like drafting estate plan documents and addressing complicated tax legalities, you will be able to provide ongoing financial planning services to your clients without needing to refer them to a third party practitioner.

For those who already hold an attorney’s license, earning CFP® certification makes you more attractive to employers and clients alike. Holding both designations demonstrates that you're committed to serving your clients and that you offer added expertise and specialization in your profession.

Are You a Licensed Attorney?

If so, you can take advantage of the Accelerated Path to CFP® certification. You will be eligible to sit for the CFP® examination immediately after completing a Capstone course through a CFP Board Registered Program.