How to Get Support While Pursuing CFP^® Certification

On your path to 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 devote to study. You may have to sacrifice some social events while you prioritize exam prep, so it is important for everyone to understand why you are seeking CFP^® certification.

Additionally, successful candidates 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 CFP^® certification. Ask about available resources and whether 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 CFP^® certification journey enables you to gain the support that you need while effectively balancing your work and time commitments. Hear more about how your peers have navigated these discussions on the CFP Board Candidate Forum.