Should I consider a career in financial services...

and embark on a journey to career freedom?

Becoming a Certified Financial Planner leads to:

89%

85%

82%

74%

of Certified Financial Planners are so satisfied with their jobs, they plan to stay with their company for the next few years at least.

of Certified Financial Planners rate their level of personal fulfillment in their career as “high” or “very high.”

of Certified Financial Planners rate their work/life balance  as “good” or “excellent.”

of Certified Financial Planners rate their level of compensation as  “good” or “excellent.”

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Certified for Success:

Why Become a CFP?

The Certified Financial Planner™ (CFP®) designation is recognized as the gold standard in financial planning—trusted by clients and respected by professionals across the industry. It shows you’ve met rigorous standards for education, experience, and ethics, and it sets you apart as someone qualified to provide holistic, client-centered advice. Earning your CFP® certification can elevate your credibility, expand your career opportunities, and position you for long-term growth in a profession where trust and expertise matter most.

90%

of consumers consider financial advisor certifications to be of importance.

87%

of CFPs report client satisfaction,

compared to non-CFPs reporting 72% client satisfaction.

86%

of clients reportedly prefer an advisor who has passed

rigorous qualification programs and exams.

85%

of CFPs report high levels of satisfaction in their overall career.

79%

of CFPs claim their CFP certification gives them an edge over other advisors.

*Stats sourced from the CFP Board

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Unlimited Earning Potential

Over the years, studies have shown that CFP® professionals earn a strong income, with median annual earnings ranging from $210,000 to $250,000. According to research by the Aite Group, solo CFP® practitioners with 12 or more years of experience generate a median annual revenue of $450,000. For those working in team-based practices, that number climbs to an average of $650,000. What you achieve is up to you—your earning potential has no limits.

    Flexibility

    Purpose

    Growth

    Opportunity

    Your Practice.

    Your Future.

    As a CFP® professional, you’re not just growing a career, you’re building a business with real value. Over time, a strong client base and recurring revenue becomes a sellable asset, giving you the potential to create equity in your practice. When you’re ready to retire, you have the option to transition your book of business and continue earning.

    It’s a career that rewards you today — and can continue to reward you in the future.

    Coming soon…

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