All Career Resources

  • The value behind CFP® certification extends far beyond the credibility that the CFP® mark conveys. The unique skill set and personal network CFP® professionals earn while pursuing CFP® certification establishes a critical foundation to build a successful career in this growing field.
  • After completing the Certified Financial Planner program coursework, candidates are then able to register to complete the CFP certification exam. The CFP® exam is administered in a 100% computer-based format during three eight-day testing windows each year in March, July, and November.
  • The finance industry is seeing unprecedented growth, in the U.S. and around the world. And the industry extends far beyond Wall Street investment banks with professionals working in insurance, risk management, compliance, government, and a host of other areas.
  • This Impact Report, commissioned by Certified Financial Planner Board of Standards Inc. and produced by Aite Group, identifies and quantifies differences between financial advisors who hold the CFP® certification and financial advisors who are not CFP® professionals.
  • While the world is experiencing an unprecedented disruption as a result of the COVID-19 outbreak, financial planners around the globe are leaning in to support their clients and their communities during these trying times.
  • Jointly developed by CFP Board’s Center for Financial Planning and BNY Mellon’s Pershing—with the Ensemble Practice, TD Ameritrade, Northwestern Mutual, Envestnet and Charles Schwab—the Career Paths Guide serves as a roadmap for firms and young professionals who are navigating financial planning ...
  • As the name suggests, financial planners help their clients, generally, individuals or business owners, reach their financial goals. To remain current with the latest investment strategies and products, financial planners must be serious about ongoing professional education.
  • Each January, U.S. News & World Report releases their annual Best Jobs report. Financial Planner is consistently ranked among the top 10 Best Business Jobs.
  • The Occupational Outlook Handbook (OOH) provides information on what workers do; the work environment; education, training, and other qualifications; pay; the job outlook; information on state and area data; similar occupations; and sources of additional information, for 325 occupational profiles...
  • CFP® certification indicates to the public your ability to provide financial planning unsupervised. To support this, CFP Board requires you to have the equivalent of three years full-time professional experience related to the financial planning process , or two years of apprenticeship experience...
  • This year, financial planners and those seeking financial advice can look forward to positive changes as a result of new regulations and rules, additional retirement savings options, increasing diversity across the profession, and the impact of various technological advancements.