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Career Guide

Meet CFP® Professionals

Helping people. Building relationships. Solving problems. A career in financial planning is so much more than just working with numbers. These CFP® professionals are enjoying the rewards that come with helping their clients bring all of the pieces of their financial lives together.

Being a financial planner allows you to build the work-life balance you want. It really depends on the life you want to live.
Rianka Dorsainvil
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