MY ACCOUNT FIND A CFP® PROFESSIONAL WHY CFP® CERTIFICATION GET CERTIFIED ETHICS CAREER & GROWTH KNOWLEDGE INITIATIVES SEARCH TOGGLE MENU TOGGLE Home Why CFP® Certification Why Get Certified For Career Changers WHY GET CERTIFIED FOR CAREER CHANGERS If you're considering a career in financial planning, earning your CERTIFIED FINANCIAL PLANNER™ certification gets you on the path to a rewarding career in a rapidly growing field. The CFP® mark after your name signals to clients and employers that you're a knowledgable partner who is committed to putting your clients' interests first. BENEFITS OF BECOMING A CFP® PROFESSIONAL Here are a few reasons why earning your CFP® certification is well worth the investment. SATISFACTION 91% of CFP® professionals say they are satisfied with their decision to pursue CFP® certification. SUCCESS 86% of CFP® professionals say that certification has had a positive impact on their career satisfaction. CONFIDENCE 90% of CFP® professionals believe certification gives them more credibility in the eyes of their clients. CALL THE SHOTS ON YOUR CAREER PLAY VIDEO MORE ABOUT BRITTNEY ALL CFP® PROFESSIONAL STORIES 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. BRITTNEY CASTRO CFP® PROFESSIONAL TIPS FOR CAREER CHANGERS Most people change careers at least 3 times in their lifetime. Here are some ways you can position yourself for success along your path to becoming a CFP® professional. Know what transferable skills you have to offer your future employer. In the case of financial planning, there are several key skills that you've probably developed at previous jobs, including communication/interpersonal, analytical, relationship management, marketing and project management. Become a “superfan” of the field. Learn all about the financial planning profession by subscribing to industry publications, joining professional associations and attending conferences/social events. Network with professionals in the field. Informational interviews are a great way to learn about the field and build your list of contacts. Who knows – you may even find a mentor or a new connection that leads to a job. Have a solid job search strategy and be flexible. A well thought-out plan for job searching will minimize frustration and increase your chances of landing interviews. Initially, it’s important to focus on the areas that offer more jobs in your field, and also be creative and flexible in your search. FIND A CFP® PROFESSIONAL MENTOR VISIT THE CFP BOARD CAREER CENTER LEARN FROM OTHERS ON THE CERTIFICATION PATH WHAT IS FINANCIAL PLANNING? Many people believe that personal financial planning is all about budgeting, but that's just one part of it. As a CFP® professional, you'll become your clients' trusted partner, helping them build a roadmap to secure their financial future and achieve their goals. MORE ON 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 CREATE A FREE ACCOUNT FOLLOW CFP BOARD Facebook Twitter Linked In YouTube ABOUT CFP BOARD CAREER CENTER THE CENTER FOR FINANCIAL PLANNING LETSMAKEAPLAN.ORG KNOWLEDGE CENTER CONTACT US 1425 K Street NW #800 Washington, DC 20005 mail@cfpboard.org 800-487-1497 (Toll-Free) 202-379-2200 fax: 202-379-2299 © 2021 Certified Financial Planner Board of Standards, Inc. All Rights Reserved. Privacy Policy Terms of Use Sitemap