Find a Mentor

You don't have to do this alone. There is a CFP® professional mentor who is ready to help and support you as you get ready for the CFP® exam.

Mentors can help you focus on time management, study strategy, staying motivated, dealing with work/life balance and more. By connecting with a mentor, you can gain valuable insights from your mentor’s own experience preparing for and passing the CFP® exam.

There are three mentoring cycles each year that align with the three exams offered: March, July and November. Open enrollment will begin once exam registration for the next exam opens. Each mentoring relationship will last three to four months, and you must connect with your mentor a minimum of three times in person or virtually.

The Mentor Program is completely free, and creating your profile takes only minutes.