Search articles in CFP Certification Resources
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Found 14 articles
Podcast: The Future of Certified Financial Planners with Kamila Elliott
- Apr 8, 2022
The chair of the CFP Board talks about what she’s doing to preserve her organization’s brand and extend its reach.
Number of Certified Financial Planner Professionals Worldwide Tops 203,000
- Apr 1, 2022
Rate of growth of CFP professionals in 2021 double the previous year.
5 Pathways to a Rewarding Financial Planner Career
- Mar 25, 2022
Financial planning positions vary widely from one company to the next, and there are numerous ways to enter this in-demand profession.
What Students and Career Changers Should Know About a Career in Financial Planning
- Feb 16, 2022
The CFP Board Center for Financial Planning’s latest career guide examines the diversity of career tracks and jobs available in the financial planning profession — and shares steps that new entrants can take to find the right opportunity.
CFP® Certification: The Must-Have Credential for Advisors as Firms Increase Focus on Financial Planning
- Feb 16, 2022
Financial planning represents a way for financial advisors to differentiate their practices in an investment management space that has become increasingly commoditized.
Guide to Careers in Financial Planning
- Oct 4, 2021
The Guide to Careers in Financial Planning provides students, recent graduates and career changers with information on starting and sustaining successful financial planning careers.
Overcoming Watershed Events: CFP® Professionals Help Consumers Navigate Troubling Times
- Nov 23, 2020
Experienced CFP Board Ambassadors discuss how they helped their clients weather the worst economic storms of the past two decades.
How to Get Your Certified Financial Planner® (CFP®)
- Oct 26, 2020
Administered by the Certified Financial Planner Board of Standards, Inc. (or CFP Board) the Certified Financial Planner (CFP) designation is the gold standard of the industry and demonstrates a financial planner’s commitment to education, professionalism, and client-centered planning.
The Future is Unlimited: Career Paths You Can Take as a CFP® Professional
- Sep 14, 2020
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.
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.
Transitioning to Financial Planning: The Benefits of CFP® Certification
- Aug 17, 2020
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.
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
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.
Experience Requirement for CFP® Certification Video
- Aug 3, 2020
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.