Welcome!
If you’ve arrived at this page, chances are you are interested in finding a mentor to help you on your path to CFP® certification. We appreciate your initiative in wanting to connect with a CFP® professional and we trust you will find one who will fit your needs.
Only those interested in becoming CFP® professionals can become mentees. Those who are already CFP® professionals can become mentors but not mentees.
Here are the steps to successfully complete your mentee enrollment:
First, if you haven't done so already, sign in to your CFP Board account by clicking on 'Sign In' in the upper right hand corner. After you've signed in, complete the profile information below. Note that some fields are already populated and that some fields are required. The more information you provide about yourself, the easier it will be to find your best match in a mentor. Be sure to add a photo to complete your profile. And you can also add a link to your LinkedIn profile.
Once you’ve completed your profile, click the “SAVE” button. (You can always go back and make changes and additions to your profile.) Now you can search for a mentor based on the profile information they’ve entered about themselves. Also, know that mentors might also reach out to you.
Only those interested in becoming CFP® professionals can become mentees. Those who are already CFP® professionals can become mentors but not mentees.
If you have questions about the CFP Board Mentor Program, please contact us at Mentor@cfpboard.org.