Become a Mentor

Instructions

Thank you for your interest in becoming a CFP® professional mentor! The Mentor Program is designed to help candidates stay on track while studying for the CFP® 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! 

Mentees have until September 17  to enroll in the Mentor Program for the November exam. Keep an eye out for a mentoring request during this time period. 

To become a mentor:

  • 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." 
Your role is incredibly valuable as you encourage and guide your mentee through exam preparation.  If you have questions about the CFP Board Mentor Program, please contact us at Mentor@cfpboard.org.