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  • CFP® Designation Overview

    • Aug 31, 2020

    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.

  • Your Finance Career: What You Need to Know

    • Aug 24, 2020

    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.

  • Transitioning to Financial Planning: The Benefits of CFP® Certification

    • Aug 17, 2020
    • Dennis Gallant

    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.

  • What I wish I Knew at the Start of My Career: Insights from Successful Women CFP® Professionals

    • Aug 10, 2020

    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.

  • Financial Planning Career Paths: Building More Sustainable and Successful Businesses

    • Aug 7, 2020

    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 careers.

  • What is a CERTIFIED FINANCIAL PLANNER™ (CFP® Professional)?

    • Aug 6, 2020
    • Wiley Efficient Learning

    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.

  • U.S. News & World Report: Financial Manager Overview

    • Aug 5, 2020
    • U.S. News & World Report

    Each January, U.S. News & World Report releases their annual Best Jobs report. Financial Manager is consistently ranked among the top 10 Best Business Jobs.

  • U.S. Department of Labor Report Occupational Outlook Handbook

    • Aug 4, 2020
    • U.S. Bureau of Labor Statistics

    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, covering about 4 out of 5 jobs in the economy.

  • Experience Requirement for CFP® Certification Video

    • Aug 3, 2020
    • CFP Board

    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 that meets additional requirements.

  • Biggest Opportunities in Financial Planning Profession

    • Aug 2, 2020
    • CFP Board

    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.