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CFP Board

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.

Knowledgeable Advisors
Knowledgeable Advisors

of consumers surveyed prefer an advisor who has passed a certification exam in addition to a rigorous education program.

Career Satisfaction
Career Satisfaction

of CFP® professionals surveyed feel they have a “competitive edge” over other financial planners.

Certification at Work

See why firms are working with CFP Board to build their number of CFP® professionals — and download our Why CFP® Certification Guide (PDF)

View the Benefits of Employing CFP® Professionals

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.

Learn more about the CFP Board Conference

Subscribe to The Firms Forum Newsletter

Join our community of firm leaders to get notified of the latest articles in The Firms Forum and share ideas with CFP Board's corporate relations team.