Why Pursue CFP® Certification

Whether you're new to the industry or an experienced financial planner, you know about the prestigious CFP® certification and what it can mean to your future. During this uncertain economic environment, the CFP® mark inspires confidence consumers need from their advisors. As the highest standard of excellence, earning your CFP® mark will open up tremendous opportunities.

The demand for personal financial advisors is expected to grow faster than average, at a rate of 7% through 2028, according to the U.S. Bureau of Labor Statistics. CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners for more than 30 years and can accelerate your career. Here's how:

  • Gain additional education and knowledge of all aspects of your customers' financial planning needs.
  • 83% of CFP®  professionals say they have a competitive edge over other financial advisors.1
  • 4 out of 5 consumers prefer an advisor who takes all areas of their financial life into account.2
  • Approximately 72% of respondents to our Survey of Trends reported that their number of clients increased after obtaining their most recent credential.3
  • CFP® certificants report a 12% increase in earnings after obtaining their CFP® mark.3
  • CFP® professionals continue to generate more revenue annually per practice and revenue per client overall than non-CFP® financial advisors.4

CFP® Certification Programs for Your Career Path

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 Not Sure if You’re Ready for CFP® Certification?

We offer a variety of professional designations that will help you set yourself apart as a financial advisor while preparing you for the rigors of the CFP® exam program. Our professional designations allow you to focus on a subject area to specialize, or build a foundation across all the principles of financial planning. 

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1 CFP Board website, www.cfp.net/why-cfp-certification/why-get-certified
2 CFP Board website, www.cfp.net/why-cfp-certification/the-standard-of-excellence 
College for Financial Planning, a Kaplan Company, Survey of Trends in the Financial Planning Industry, 2020. 
4Transitioning to Financial Planning: The Benefits of CFP Certification, Aite Group LLC, Dennis Gallant, October 2019.