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Why Get Certified

For Career Changers

If you're considering a career in financial planning, earning your CERTIFIED FINANCIAL PLANNER™ certification gets you on the path to a rewarding career in a rapidly growing field. The CFP® mark after your name signals to clients and employers that you're a knowledgable partner who is committed to putting your clients' interests first.

Benefits of Becoming a CFP® Professional

Here are a few reasons why earning your CFP® certification is well worth the investment.

satisfaction
satisfaction
91%

of CFP® professionals say they are satisfied with their decision to pursue CFP® certification.

success
success
86%

of CFP® professionals say that certification has had a positive impact on their career satisfaction.

Confidence
Confidence
90%

of CFP® professionals believe certification gives them more credibility in the eyes of their clients.

There's so much transformation in one's life when they get their finances together. It's a great feeling because I know I helped them get there.
Brittney Castro
CFP® Professional

Tips for Career Changers

Most people change careers at least 3 times in their lifetime. Here are some ways you can position yourself for success along your path to becoming a CFP® professional.

  1. Know what transferable skills you have to offer your future employer. In the case of financial planning, there are several key skills that you've probably developed at previous jobs, including communication/interpersonal, analytical, relationship management, marketing and project management.
  2. Become a “superfan” of the field. Learn all about the financial planning profession by subscribing to industry publications, joining professional associations and attending conferences/social events.
  3. Network with professionals in the field. Informational interviews are a great way to learn about the field and build your list of contacts. Who knows – you may even find a mentor or a new connection that leads to a job.
  4. Have a solid job search strategy and be flexible. A well thought-out plan for job searching will minimize frustration and increase your chances of landing interviews. Initially, it’s important to focus on the areas that offer more jobs in your field, and also be creative and flexible in your search. 

Find a CFP® professional mentor

Visit the CFP Board Career Center

Learn from Others on the Certification Path

What Is Financial Planning?

Many people believe that personal financial planning is all about budgeting, but that's just one part of it. As a CFP® professional, you'll become your clients' trusted partner, helping them build a roadmap to secure their financial future and achieve their goals.

More on Financial Planning

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