Congratulations on starting your education!

Please answer the questions on the right to update your account and help us better tailor our communications to you.

As you complete your education coursework, remember to stay focused on the end goal. CFP^® certification can help you:

• Increase your income by 12%¹
• Boost your clients’ satisfaction to over 95%²
• Make your clients more likely to recommend you to their network³
• 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 advisors⁴
• And much more!

We’re committed to assisting you at every step of your journey toward CFP^® certification. If you have any questions about the certification process, please visit our website or give us a call at 800-487-1497.

1. Source: Source: College for Financial Planning^®--a Kaplan Company’s 2019 survey of 758 financial planners
2. Source: Source: Heart + Mind Strategies 2018 CFP^® Certification Brand Promise Survey
3. Source: Source: Heart + Mind Strategies 2020 Financial Planner Skills Research
4. Source: Source: Fondulas Strategic Research 2021 Survey of CFP^® Professionals

---

ABOUT CFP BOARD

CFP Board of Standards sets and enforces the requirements for CERTIFIED FINANCIAL PLANNER^™ certification – to uphold standards of competency and ethics for financial planners who are committed to CFP Board of Standards to putting their clients’ best interests first. CFP Board Center for Financial Planning advances competent and ethical financial planning and expands CFP^® professional diversity for the benefit of the public.