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Career Guide

Financial Planning Career Guide

Earning your CERTIFIED FINANCIAL PLANNER™ certification is an investment in your career — and yourself. Here are a few resources to help you figure out whether a career in financial planning is right for you, and how you can get a competitive edge by becoming a CFP® professional.

What is Financial Planning?

Gaining an understanding of the profession — including what financial planners do, their areas of expertise and the skills that you can develop through CFP® certification — can help you decide whether becoming a CFP® professional is right for you.

More on financial planning

What Makes CFP® Certification Different?

CFP® certification is a sign of your commitment to working in your clients' best interests. Becoming a CFP® professional also demonstrates that you've achieved the standard of excellence in your profession — earning you respect from your peers, unlocking greater earning potential, and giving you a competitive edge among firms and clients.

The CFP® certification difference

CFP® Professionals Share Their Stories

Real CFP® professionals talk about how they're building their own future, while they help clients build theirs. See why these young professionals chose to earn their CFP® certification and where it's taken them.

See their stories
I Am a CFP® Professional

Brittney's Story

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