Mentor Program

12 Entries
 
 
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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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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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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10 months ago
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The Mentee Kit was created to help mentees get started with their new mentoring engagement and make the most of the relationship.  This kit provides a checklist of things to consider ...

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10 months ago
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The Professional Advantages of CFP® Certification is your step-by-step guide to CFP® certification.  This guide describes the key advantages of attaining CFP® certification and the ...

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10 months ago
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This handbook covers everything you need to know about the process of registering, preparing, and sitting for the CFP® exam. From early planning to day-of-exam procedures, this handbook ...

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10 months ago
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This toolkit is intended to help candidates on the path to CFP® certification to gain an understanding of the steps it takes to effectively study in preparation for the CFP® exam. Covering ...

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