A vital and growing number of CERTIFIED FINANCIAL PLANNER™ professionals translates to greater recognition for CFP® certification and the financial planning profession.
Any Email addresses you provide through this Refer-a-Colleague program will be used only to send an email message from CFP Board on your behalf at the time you submit referrals. Individuals will be provided with a chance to opt-in to receive additional information from CFP Board on CFP® certification.
This referral program allows you to refer professional colleagues and others whom you believe may be interested in CFP® certification. Through this referral process you will be providing an invaluable professional resource on the value of CFP® certification and strengthening our profession.
Please take a moment to provide the names and contact information of your colleagues below.
To get started please provide your name and email address.