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New! Guide to Career Paths

A new comprehensive guide from CFP Board’s Center for Financial Planning offers a roadmap to the likely paths in a career as a financial planner. The Financial Planning Career Paths: Building More Sustainable and Successful Businesses is a resource for those in the profession or considering a...


Library Entry
Mentor Kit

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 time meeting agenda, and guidance for a successful mentoring experience. This kit also provides additional...

Mentor Kit.pptx


Library Entry
Mentee Kit

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 when first engaging with your mentor, tips for a first time meeting agenda, and guidance for making the most of a...

Mentee Kit.pptx


Library Entry
Experience Infographic

The Experience infographic outlines the two pathways for satisfying the experience requirement for CFP ® certification. These pathways include the 6,000 hour Standard Requirement and the 4,000 hour Apprenticeship path. #Experience ​

Experience Infographic.pdf


Blog Entry
Get Ahead of the Game – Add Experience Anytime

Do you have experience to report towards your CFP® certification? You don’t need to wait until you register for the CFP® exam to begin reporting hours to fulfill this requirement. You can access the CFP Board Experience Profile tool by logging into your CFP Board Account and clicking on the...

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