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News Release

CFP Board Expands Mentor Program for Candidates for CFP® Certification

October 16, 2018

Program Broadens Networking Opportunities for Thousands of Professionals in Search of Mentorship on their Path to CFP® Certification

Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced the launch of an updated Mentor Program, designed to connect individuals pursuing CFP® certification with current CFP® professionals for guidance and support as they navigate their path to certification.

The refreshed Mentor Program broadens the scope of the CFP Board’s WIN-to-WIN Mentor Program, which launched two years ago with a focus on women, to include all candidates for CFP® certification. To date, the WIN-to-WIN Mentor Program has provided more than 1,600 mentor-mentee engagements from 700 women mentors, who have served as guides, offering practical advice based on their experience taking the CFP® exam and pursuing careers in the financial planning profession.

“The WIN-to-WIN Mentor Program paired candidates with established financial planning professionals to guide them through the rigorous process of CFP® certification,” said Kevin R. Keller, CAE, CEO of CFP Board. “Because of its successes, and the integral role mentors play in a profession, we expanded the program to pair mentees and mentors of all genders based on similar goals and interests.”

Building off the success of the WIN-to-WIN Mentor Program, the updated Mentor Program furthers CFP Board’s commitment to growing the number of female CFP® professionals as well as increasing diversity across racial lines to grow the next generation of CERTIFIED FINANCIAL PLANNER™ professionals.

The program is hosted on a new technology platform, allowing mentors and mentees to create enhanced profiles to help them better connect. Mentors and mentees can now add a photo and details to their profile as well as include a link to their LinkedIn profile, and mentors can request mentees directly – enabling mentors and mentees to establish a stronger, more powerful connection and relationship.


Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. CFP Board, along with its Center for Financial Planning, is committed to increasing the public’s awareness of CFP® certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by firms and consumer groups as the standard for financial planning, CFP® certification is held by more than 83,000 people in the United States.


Dan Drummond, Director of Communications
Mobile: 202-243-8621