Library Entries

57 Entries
 
 
28 days ago
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Hi everyone,

Regarding the new Code of Ethics and Standards of Conduct:

CFP Board’s new Code of Ethics and Standards of Conduct replaces the current Code of Ethics, Rules of Conduct, ...

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one month ago
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Linsey Winkler, a current mentee in the Mentor Program and a candidate for CFP(R) certification, discusses her experiences connecting with a mentor and how he has helped her while she ...

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one month ago
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Need help finding a mentor? Watch this tutorial video for step-by-step instructions and tips on how to find a CFP(R) professional mentor who fits your criteria!

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2 months ago
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A new comprehensive guide from CFP Board’s Center for Financial Planning offers a roadmap to the likely paths in a career as a financial planner. The Financial Planning Career Paths: ...

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3 months ago
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You've heard the saying, "A goal without a plan is just a dream," but we don't want your goal of becoming a CFP® professional to be just a dream – we want to help you make it a reality. ...

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4 months ago
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Written by Lizz Schumer from The New York Times , this article dives deep into what makes mentoring effective for both parties, how mentoring also benefits mentors, and how to get ...

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4 months ago
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This article was written by Amber Acosta and Meredith Hunt from Forte .  In honor of International Women's Day, March 8th, Amber and Meredith discuss making the most out of a mentoring ...

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5 months ago
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We wanted to share with you this recent article from U.S. News & World Report regarding the CFP® Exam, “CFP® Exam 101: Everything You Need to Know to Pass the CFP Test”


The article ...

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9 months ago
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9 months ago
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Looking for help to get your mentoring relationship off to a good start?  The Mentor Kit includes a checklist to help mentors get started with their new engagement, tips for the first ...

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