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91% of CERTIFIED FINANCIAL PLANNER TM professionals are highly satisfied in their career choice and their decision to obtain CFP® certification. Plus, 83% feel that CFP® certification gives them an edge over financial planners who don’t hold the certification. Results of CFP Board’s biannual survey provides an in-depth picture of CFP® professionals’ perceptions of the value of their certification, its impact on their careers, and their views of the financial planning profession. You can read more about these compelling survey results at www.cfp.net/surveyresults
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Some who are pursuing CFP® certification may have studied topics included in the education requirements for certification through previous education coursework but not through a CFP Board-Registered Program, and ask if those credits can be applied in order to reduce the total length of time and expense for completion of the education requirement. The answer is yes. The CFP Board Transcript Review process is a means for individuals to determine if they have completed coursework addressing all or part of the major personal financial planning areas at an appropriate education institution. For Transcript Review, financial planning-related coursework must be ...
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Many who are pursuing CFP® certification and preparing for the CFP® exam find it very beneficial to take an exam review course in the weeks leading up to sitting for the exam. An exam review course is not a requirement for taking the exam or for certification, but many candidates find it to be an effective method for studying for the exam and assuring their success.  CFP Board has a site that lists a selection of review courses. The list of exam review course providers is made available for the convenience of those pursuing CFP® certification. The list is not comprehensive and additional exam review courses may be found by searching online. These courses ...
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The CFP Board offers a number of resources to help candidates prepare for the CFP® exam. Along with Practice Exams , The Candidate Handbook , and the “What to Expect from the CFP® Exam Experience” webinar offered each exam cycle, the CFP Board Examinations department recently developed a new tool for those preparing for the CFP® exam. The CFP® Exam Candidate Preparation Toolkit is intended to help candidates gain an understanding of how to effectively study in preparation for the CFP® Exam. The toolkit covers how to develop a good exam study strategy including developing a study plan, how to balance work, family and study priorities, and how to ...
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Do you have experience to report towards your CFP® certification? You don’t need to wait until you register for the CFP® exam to begin reporting hours to fulfill this requirement.  You can access the CFP Board Experience Profile tool by logging into your CFP Board Account and clicking on the Experience section within the CFP® Certification Tracker.  You will be able to enter new experience including internships and qualified teaching assignments or assistantships as well as periodically update hours for your current position once it has been entered.  View our Experience Infographic which explains the Experience requirement in greater detail.  ...
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With many recent college graduates and young professionals looking for a rewarding career with growth potential, work-life balance and the satisfaction of helping others, the profession of personal financial planning should be top of mind. Demand for financial planners is growing. In fact, it’s expected to grow 4 times faster than other occupations, according the Bureau of Labor Statistics. It’s an exciting career path that can bring personal satisfaction as well as financial rewards. A career in financial planning also provides you the opportunity to make a difference in the lives of individuals and families by helping them reach their life goals. “There’s ...
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With registration for the July 2017 exam just opening, now's a great time to take a look at CFP Board's CFP (r) Exam Candidate Handbook. Good study habits and thorough preparation are keys to success on the CFP (r) exam. CFP Board's totally revised and expanded handbook, now updated for the July 2017 exam, includes a wealth of information and helpful tips to get you to and successfully through exam day. The handbook is designed to help you feel more confident as you approach the exam. It contains everything you need to know about the exam process, including information on scheduling, exam preparation, and what to expect on the day of the exam and after ...
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The CFP Board Center for Financial Planning has launched an exciting mentorship program; the WIN-to-WIN Mentor Program encourages women pursuing CFP (r) certification to seek the guidance of CFP (r) professionals who will help support them through the certification process. The WIN-to-WIN Mentor Program is designed to provide free one-on-one guidance and support candidates throughout their journey to certification. The mentoring relationship helps candidates understand the unique benefits of certification and obtain guidance, support, and motivation throughout the process from CFP (r) professionals. CFP Board instituted the WIN-to-WIN Mentor Program with ...
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The CFP (r) certification is certainly challenging and a large time investment that requires an immense amount of focus and dedication. However, there are an incredible number of benefits to becoming certified. Check out some of our top reasons for "Why CFP (r) certification?" Knowledge and Credibility: 70% of CFP (r) professionals say they believe their certification has had a positive impact on their knowledge, confidence with clients, and client trust. Competitive Advantage: 69% of consumers who insist their financial planner hold a designation, prefer the CFP (r) certification. Income Potential: CFP (r) professionals earn 26% more ...
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