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Mentoring

A valuable resource for your CFP® Exam preparation.

The CFP Board Mentor Program provides an opportunity for candidates preparing for an upcoming CFP® exam to connect with a CFP® professional for a short-term relationship.

The Mentor Program aligns with the three CFP® exam cycles per year (March, July, and November) so that mentoring relationships are focused on exam preparation. Enrollment is only open for two weeks at the start of each exam registration window.

Mentoring helps candidates focus on time management, study strategy, staying motivated, and more.  If you're preparing for an upcoming CFP® exam, we encourage you to connect with a CFP® professional and gain from their valuable experience. 

We hope the Mentor Program will foster the next generation of CERTIFIED FINANCIAL PLANNERTM professionals to succeed and advance the profession.

Resources

We’ve developed a resource library of tools and information to support both mentors and mentees. Here you’ll find resources to help get your mentoring relationship started and to guide you through the process, plus key documents relating to the CFP® certification process.

 

  • Posted in: Mentor Program

    A complimentary 170 questioned practice exam is included with exam registration.  Attached is a sample ...

  • Posted in: Mentor Program

    The Principal Knowledge Topics establish the blueprint for the CFP ® exam. Each exam question is linked ...

  • Posted in: Mentor Program

    The Roadmap provides an overview of the structure and content of the  Code and Standards  and contains ...