Become a Mentee


Thank you for your interest in the CFP Board Mentor Program. This  program is designed to help you  stay on track while studying for the July 2020 CFP® exam.   Mentoring relationships will last four months, beginning when exam registration opens and ending after the exam.  Mentees and mentors are expected to connect (in person or virtually) at least three times.  We will provide additional resources and send mentoring tips to help you every step of the way! 

Enrollment for mentees is only open from from March 17 - April 2.  

To become a mentee:

  • Click "Sign In" in the upper right hand corner to login to your CFP Board account. 
  • Complete the profile information below.
  • Pick a start date.
  • Click "SAVE." 
Once you've created your mentee profile, you must request a mentor by April 2 to participate in this program.  If you do not request a mentor by April 2, you will have to wait for the November exam cycle to be a part of this program.  If you have questions about the CFP Board Mentor Program, please contact us at