Why Get Certified

For Financial Professionals

If you're already in the financial services profession, earning the CERTIFIED FINANCIAL PLANNER™ certification is a proven investment in your future. Whether you're looking to deepen your commitment to financial planning or complement your other qualifications, earning CFP® certification sets you apart from the competition.

Get Certified, Go Further

Invest in a rewarding career by achieving your CFP® certification, the standard of excellence in financial planning. CFP® professionals have demonstrated expertise and are committed to high standards to earn the respect of their colleagues and the trust of their clients.

Competitive Edge

83%

of CFP® professionals say they have a competitive edge over other financial advisors.

Confidence

90%

of CFP® professionals believe certification gives them more credibility in the eyes of their clients.

Success

86%

of CFP® professionals say that certification has had a positive impact on their career satisfaction.

Take the Accelerated Path to CFP® Certification

You may be able to bypass most of the education coursework requirement if you hold one of these degrees, licenses or credentials.

Certified Public Accountant (CPA) - inactive license acceptable
Chartered Financial Analyst® (CFA®)
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Licensed attorney - inactive license acceptable
Ph.D. in financial planning, finance, business administration, or economics
International CFP certification from the Financial Planning Standards Board Ltd. (FPSB)

Chartered Financial Analyst® (CFA®)

See why Chartered Financial Analysts® have also added the CFP® mark to their credentials.

Certified Public Accountant (CPA)

Expand your services beyond a once-a-year, tax-centered approach.

Chartered Financial Consultant (ChFC®)

Build on your ChFC® and gain greater trust among consumers and employers.

Chartered Life Underwriter (CLU®)

Expand your insurance and estate planning practice with comprehensive financial planning.

Attorney License

Get your clients' finances in order by offering financial planning along with estate planning and legal advice.