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Why Get Certified

For Financial Professionals

If you're already in the financial services profession, earning the CERTIFIED FINANCIAL PLANNER™ certification is a proven investment in your future. Whether you're looking to deepen your commitment to financial planning or complement your other qualifications, earning CFP® certification sets you apart from the competition.

Get Certified, Go Further

Invest in a rewarding career by achieving your CFP® certification, the standard of excellence in financial planning. CFP® professionals have demonstrated expertise and are committed to high standards to earn the respect of their colleagues and the trust of their clients.

Competitive Edge
Competitive Edge
83%

of CFP® professionals say they have a competitive edge over other financial advisors.

Confidence
Confidence
90%

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

Success
Success
86%

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

Take the Accelerated Path to CFP® Certification

You may be able to skip most of the education coursework requirement if you hold one of these degrees, licenses or credentials.

  • Certified Public Accountant (CPA) - inactive license acceptable
  • Chartered Financial Analyst® (CFA®)
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • Licensed attorney - inactive license acceptable
  • Ph.D. in business, economics, or business administration
  • CFP certification from the Financial Planning Standards Board Ltd. (FPSB)

More on the Accelerated Path

My career would not be where it is without the CFP® certification ...because it instills so much trust in the relationships I have with my clients, and even my colleagues trust me more.
Justin Sullivan
CFP® Professional

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