Increase your income. Boost client satisfaction. Build a career you love. CFP(R) Certification CFP BOARD

YOUR FINANCIAL PLANNING CAREER IS WAITING

Ready to learn what your career in financial planning could look like? Experienced advisors earn $192,000 a year!1 Download your free guide now.

Earning CFP® certification can:

  • Increase your income by 12%.2
  • Boost your clients’ satisfaction to over 95%.3
  • Make your clients more likely to recommend you to their network.4
  • 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 advisors.5

In addition to providing the confidence and credibility to serve your clients well, a career in financial planning as a CFP® professional can provide tremendous flexibility. Learn more about the opportunities available by exploring the free Guide to Careers in Financial Planning today.

In this free, comprehensive guide, you’ll learn about:

  • Career entry points and career tracks
  • Companies that employ financial planners
  • Benefits of a career in financial planning
  • Obtaining CFP® certification
  • Where to find financial planning careers
  • Questions to ask employers when searching and interviewing for jobs

You will also see personal stories from financial planners at a variety of different companies, describing their typical day at work and why they recommend this career!

Now is the perfect time to begin your journey into the financial planning profession.

Download your comprehensive career guide today!

  1. Source: USA Today, “From taxes to retirement: Everything to know about the evolving role of financial advisers”, January 13, 2023.
  2. Source: College for Financial Planning®–a Kaplan Company’s 2019 survey of 758 financial planners
  3. Source: Heart + Mind Strategies 2018 CFP® Certification Brand Promise Survey
  4. Source: Heart + Mind Strategies 2020 Financial Planner Skills Research
  5. 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.

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

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