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Tools & Resources

Find a Mentor

For some, navigating the exam process alone can have its challenges. By enrolling in the Mentor Program, you can connect with a CFP® professional ready to support you and help you stay on track.

Enrollment for the July 2024 mentoring period will open on March 29. Please enroll by May 14 to participate.


The Value of a Mentor

You don't have to do this alone. There is a CFP® professional mentor who is ready to help and support you as you get ready for the CFP® exam.

Mentors can help you focus on time management, study strategy, staying motivated, dealing with work/life balance and more. By connecting with a mentor, you can gain valuable insights from your mentor’s own experience preparing for and passing the CFP® exam.

There are three mentoring cycles each year that align with the three exams offered: March, July and November. Open enrollment will begin once exam registration for the next exam opens. Each mentoring relationship will last three to four months, and you must connect with your mentor a minimum of three times in person or virtually.

The Mentor Program is completely free, and creating your profile takes only minutes.

Janet Gerlings, CFP®

My mentor was a supportive influence on my path to earning CFP® certification. It was especially helpful to have someone who could give advice about budgeting my time in order to maximize the effectiveness of my study plans. Her advice helped me stay the course. I passed the exam and am now a 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