Get Certified
Tools & Resources
No matter where you are on the path to CFP® certification, CFP Board is here to support you. Whether you're looking for career opportunities, prepping for the exam or seeking advice or moral support, we can connect you to resources to help you on your path to CFP® certification.
Resources for Your Path to CFP® Certification
Learn about CFP Board resources that can help you succeed on your path to CFP® certification, including how to find an education program, scholarships, the Candidate Forum, Career Center and more.
Staying on Track
Earning your CFP® certification is a commitment, but one that pays off in a rewarding career. Here are a few tools and insights for staying motivated and focused along the way.
Checklist for candidates
See the steps to CFP® certification and how you can plan ahead.
5 Habits of Successful Candidates
Learn what habits can get you in the right mindset for successfully becoming a CFP® professional.
Exam preparation
We've brought together our top exam resources and strategies to help you prepare, and to set your expectations for exam day.
Meet Mentors & Candidates Like You
Get the moral support and advice you need to stay motivated on your path to CFP® certification.
Find a Mentor
Mentors are CFP® professionals who can support you in preparing for the CFP® exam. They know what you’re going through – and can help you stay on track, offer advice and provide encouragement.
Connect with Candidates
Meet others like you who are at various stages on their path to CFP® certification. Whether you need advice, answers or support, the forum is a great way to get started. It's free to join.
JOB OPPORTUNITIES & INTERNSHIPS
Power Your Career
Find opportunities with top firms ranging from internships to jobs to return-to-work programs.
FUNDING OPPORTUNITIES
Scholarships for CFP® Certification Coursework
The CFP Board Center for Financial Planning offers scholarships to help fund your certification coursework through a CFP Board Registered Program, as part of the education requirement for CFP® certification. These scholarships are helping to create more diversity within the financial planner workforce.
FIND ANSWERS, FAST
Frequently Asked Questions
Get answers to questions about certification requirements, the certification process and more.
Get Financial Planning News Delivered to Your Inbox
Every month, the CFP Board Report brings together CFP Board news, activities, policies and upcoming events to help CFP® professionals stay up to date.
Subscribe to CFP Board's Newsletter
The Let's Make a Plan newsletter provides consumer alerts, financial planning tools and resources, many of which offer topical information for discussing with your clients.
Contact CFP Board
Didn't find the tools and resources you needed? Our staff can help answer any outstanding questions or connect you with what you're looking for.
Start your journey to CFP® Certification
- Track your progress with the CFP® Certification Tracker
- Post your resume at the Career Center
- Connect with a mentor who can guide you
- Register and prepare for the exam
- Find career and financial support
- Connect with other candidates at our online forum