CFP BOARD NOW SHARE THE BENEFITS WITH YOUR COLLEAGUES.

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.

Please share information about the CFP Board Candidate Forum with:

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This offer is only available to residents of the United States and US territories.

Thank you for your referrals!

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