CFP® Certification: For Employers
CFP Board works directly with financial firms to support your efforts to increase your number of CERTIFIED FINANCIAL PLANNER™ professionals. We partner with you to help you understand the process and requirements, share information on the value of the CFP® certification, as well as keep you informed of any updates.
New: The Firms Forum offers new articles on the latest trends, topics and issues facing the financial advice industry.
How CFP® Certification Benefits Your Firm
of CFP® professionals believe certification gives them more credibility in the eyes of their clients.
of consumers surveyed prefer an advisor who has passed a certification exam in addition to a rigorous education program.
of CFP® professionals surveyed feel they have a “competitive edge” over other financial planners.
How CFP Board Works With Firms
Some of the nation's leading financial firms partner with CFP Board to develop their CFP® professional programs. We help firms like yours:
- Recruit and retain top-quality financial advisors to build your advisor workforce.
- Develop a diverse and qualified pipeline.
- Train advisors to provide a higher level of advice to better serve your clients.
Join Us at the CFP Board Conference
The annual CFP Board Conference, which unites the CFP Board Registered Programs Conference and Annual Firms Summit, provides an exclusive forum that brings together today’s employers of CFP® professionals with leaders from the colleges and universities preparing the CFP® professionals of tomorrow. The 2023 conference was held on October 11-13 and included undergraduate students enrolled in CFP Board Registered Programs.