How to Get Support While Pursuing CFP^® Certification

As you pursue CFP^® certification, you need support from your family, friends and employer. Start these conversations now!

Successful candidates for CFP^® certification have a team supporting them. You should understand the commitment it takes to achieve this important milestone, and ensure that family and friends are on board. Set expectations for the commitments you’ll need to step back from and the time that you’ll need to spend on study. You may have to sacrifice some social events and ask your partner to pick up some of your responsibilities for a season, so it is important for everyone to understand why you are seeking certification.

Additionally, candidates who have been successful enlist support from their employer, asking for flexibility and resources as they are available. Take the initiative to start the conversation with your employer, ensuring that they understand your goal of certification. Ask about resources they may have, and ask if they are willing to finance your study program, including materials and a review course. Find out if you can adjust your work schedule to accommodate study time, and if you can reduce your workload while you prepare for the exam.

Having these important conversations at the beginning of your certification journey enables you to get the support that you need and to balance your work and time commitments appropriately. Hear more about how your peers have navigated these discussions on the CFP Board Candidate Forum.