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CFP® Certification: For Employers

Benefits of Employing CFP® Professionals

CFP® professionals are more productive and more satisfied in their careers and at their firms than advisors without their CFP® certification. Consumers are also more aware of the CFP® certification than other certifications and designations, and are more satisfied when working with a CFP® professional.

CFP® Professional Practices Are More Productive

Research shows that both solo and team CFP® professional practices are more productive than practices without a CFP® professional.

View the AITE Research

CFP® Professionals are prepared for the future

Firms are employing CFP® professionals to improve the quality of holistic advice provided to clients. Our Advice Revolution report outlines the ways firms are making this shift.

View The Advice Revolution Report (PDF)

Consumers and Advisors Are More Satisfied

Clients working with a CFP® professional are more satisfied. And CFP® professionals are more satisfied with their careers and employers.

Highest Awareness Among Consumers

Because of CFP Board's ongoing public awareness campaign, 85% of consumers are aware of the CFP® certification. That's more than any other financial planning credential.

Learn about the campaign

How CFP® Certification Stands Out

  • Rigorous certification requirements, including an education curriculum, comprehensive exam, and experience requirement, demonstrate competency in comprehensive financial planning.
  • Due to client demand and other factors, advisors are conducting more comprehensive planning. In fact, according to Cerulli Associates’ 2017 Advisor Metrics, 50% of clients now receive comprehensive advice, up from just 32% in 2013.
  • CFP® certification has been accredited by the National Commission for Certifying Agencies since 1995.


schedule a call with us today

If you're working to increase financial planning at your firm — whether through convincing leadership or increasing planning adoption by advisors — we can help. Learn how we can work together by contacting Joseph Maugeri, CFP®, Managing Director of Corporate Relations, at 202-379-2254, or via email below.

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