Diversity & Inclusion
I Am a CFP® Pro
Today’s CFP® professionals are creative problem solvers, relationship builders and enjoy the freedom to balance personal and professional lives.
Meet real CFP® professionals
CFP® professionals help their clients bring all of the pieces of their financial lives together.
Matt Aaron, CFP®
“Becoming a CERTIFIED FINANCIAL PLANNER™ professional will equip you with the knowledge that you need.”
BRITTNEY CASTRO, CFP®
“There’s so much transformation in one’s life when they get their finances together. It’s a great feeling because I know I helped them get there.”
RIANKA DORSAINVIL, CFP®
“Being a financial planner allows you to build the work-life balance you want. It really depends on the life you want to live.”
JUSTIN SULLIVAN, CFP®
“One of the things I like most about being a CFP® pro is that I get to make a difference in people’s lives. It’s not a transaction — they’re deciding to bring you into their lives and to be responsible for what’s most precious to them.”
TAKE ACTION
Learn how you can become a CFP® Pro or share your story to inspire others.
YOUR STORIES
Tell us why you love being a CFP® Pro. Share your story on Instagram or Twitter using the hashtag #CFPPro.
I Am a CFP® Pro
ABOUT THE CAMPAIGN
The “I am a CFP® Pro” campaign is brought to you by the CFP Board Center for Financial Planning. According to research conducted by CFP Board, 40% of Americans now work with financial advisors, compared to 28% in 2010, reflecting the increasing demand for personal financial advice. The American public is increasingly diverse, and so is the public’s need for competent and ethical financial planning. Yet, the financial planning workforce is aging and shrinking and does not currently represent the diverse population it serves.
The Center brings together CFP® professionals, firms large and small, educators, researchers and experts to address shared challenges and create a pipeline of diverse, qualified financial planners to serve the public, so that every American has access to competent, ethical financial planning.
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