Commit to Yourself: Earn CFP^® Certification This Year

Did you know that earning CFP^® certification can:

• Increase your income by 12%?¹
• Boost your clients’ satisfaction to over 95%?²
• Make your clients more likely to recommend you to their network?³
• Put your name in front of 900,000 searches on the Let’s Make a Plan website?
• Help you build a career you love and give you a competitive edge over other advisors?⁴

In addition to providing the confidence and credibility to serve your clients well, a career in financial planning as a CFP^® professional can provide tremendous flexibility. Financial advisors can earn, on average, $192,000 a year.⁵ As a CFP^® professional, you’ll enjoy a rewarding, in-demand career while helping people achieve their financial dreams.

If you haven’t started already, find your education coursework program today so you can take your next steps toward CFP^® certification. The coursework requirement helps to provide the knowledge you need in order to deliver professional, competent and ethical financial planning services to your clients.

If you’re already working on your education, put your CFP^® exam date on your calendar! The next opportunities to take the exam are these upcoming windows:

• July 11-18, 2023
• October 31-November 7, 2023

CFP^® certification offers immense benefits to you and to your clients. Add it to your resume this year!

1. Source: College for Financial Planning^®--a Kaplan Company’s 2019 survey of 758 financial planners
2. Source: Heart + Mind Strategies 2018 CFP^® Certification Brand Promise Survey
3. Source: Heart + Mind Strategies 2020 Financial Planner Skills Research
4. Source: Fondulas Strategic Research 2021 Survey of CFP^® Professionals
5. Source: USA Today, “From taxes to retirement: Everything to know about the evolving role of financial advisers”, January 13, 2023.