Career & Growth
Market Yourself
Take advantage of tools and resources to market yourself to new clients and firms, as you build public awareness of CFP® certification as the standard of excellence in financial planning.
DISPLAY YOUR CFP® Marks
Congratulations on earning your CFP® certification! Learning to properly use the CFP® marks can help you get the word out, build your reputation and set you apart from other financial planners.
Announce your accomplishment using our sample news release template (Login required).
Stay Visible
Your Public Profile
Your public profile is a great way to stay visible among consumers, peers, and firms. It can be displayed through the "Find a CFP® Professional" search tool on our Let's Make a Plan website. Take a few minutes to ensure your profile is complete and up-to-date.
Communicate Your Expertise
Your Digital Certificate
CFP Board provides a free, digital certificate of your CFP® certification accomplishment, issued through our partner, Accredible. Once you are certified, you will be sent a link to your digital certificate — and be able to access it in your CFP Board Account Dashboard.
You can share your certificate on LinkedIn, add it to your email signature, embed on your website, and more.
Frames
Proudly display your CFP® certification with a custom frame. Designed for CFP® professionals, eco-friendly frames are custom made for CFP® certification certificates and feature black and gold double matting embossed with the CFP® marks.
Available in two finishes and two sizes to fit large or small certificates.
Want to showcase your certification at home and at the office? Need a smaller certificate? Order additional CFP® certification certificates in two sizes through your CFP Board account.
Marketing Bundle
Grow your business and show your clients what you can do for them with marketing materials from CFP Board.
Designed to complement the “What is the CERTIFIED FINANCIAL PLANNER™ Certification?” brochure, the “Market Yourself” bundle has everything you need to share your credential with prospective clients and put their minds at ease. The bundle includes a brochure holder with a business card slot and an assortment of promotional giveaways that remind your clients “It’s Gotta Be a CFP®.” Brochures sold separately.
Find Resources for Your Clients
Find resources for educating your clients about the benefits of financial planning and working with a CFP® professional.
Kiplinger's Report
How to Get the Financial Planning Advice That's Right for You discusses why clients should work with an advisor who holds CFP® certification.
Consumer Blog and Newsletter
Get consumer tips, strategies and insights about financial planning. These resources can also provide ideas for conversation topics with your clients.
What Is the CERTIFIED FINANCIAL PLANNER™ Certification? Brochure
This brochure helps clients understand the basics of CFP® certification and the benefits of working with a CFP® professional. It is available via PDF or you can purchase printed brochures through your online account.
ETHICAL DUTIES OF CFP® PROFESSIONALS BROCHURE
This brochure helps clients understand the ethical duties of CFP® professionals under CFP Board’s Code of Ethics and Standards of Conduct. It is available via PDF or you can purchase printed brochures through your online account.
Get Copyright Permission from CFP Board
We generally grant permission to use content or reprint additional copies of copyrighted materials from CFP Board, upon written request.
Video: CFP® Professionals - Working for You
This short, animated video educates the public about a CFP® professional’s commitment to CFP Board, as part of CFP® certification, to uphold the Code of Ethics and Standards of Conduct. Share the video with your clients and prospective clients.
Raising Public Awareness
View the latest public awareness campaign, which has helped to raise total awareness of CFP® certification among the public and consumers. We also offer a toolkit of resources and materials that you can share with others to help promote CFP® certification with your own clients and networks.
Order Certificates & Merchandise
Log in to your CFP Board account to stock up on marketing materials and to order a copy of your CFP® certification certificate (note that CFP® professionals now have access in their CFP Board account to a digital certificate that you can add to your email signature, website and social media accounts). You can also order merchandise to show off your CFP® certification to friends, family and clients.