Why Get Your CFP® Certification?

Earning your CFP® certification is a commitment. You have to complete courses through a CFP Board Registered Program, study for and take the CFP® exam, and complete thousands of hours of experience.

The thought of going through all of those steps can be overwhelming. And technically, you can work in financial planning without getting your CFP® certification. So, is it really worth all the work to get this credential?

Absolutely! Here at Amplified Planning, we fully believe that spending the time and effort to get your CFP® certification is worth it. Doing so opens up new career opportunities and helps you build your professional reputation. But most importantly, earning your CFP® certification shows that you truly care about giving your clients an exceptional experience.

Showcase Your Expertise as a CFP® Professional

Earning your CFP® certification puts you in the top tier of financial planning professionals. This credential is considered the gold standard for individuals in our profession, and it’s a widely recognized mark of expertise and professionalism. Committing to CFP Board’s high standards means joining other financial planners who are dedicated to finding new ways to make this profession more accessible to clients and future planners.

Completing all the requirements to earn your CFP® certification broadens your knowledge base and hones your professional skills. You’ll gain deep insight into financial planning models and hands-on experience working directly with clients (under supervision from a CFP® professional). By the time you have your certification, you can feel confident you’re ready to provide your clients with reliable, holistic financial guidance.

Find New Opportunities With Your CFP® Certification

Having your CFP® certification helps you stand out among other financial planning professionals. Many firms require new hires to have (or be pursuing) their CFP® certification, so earning your credential can open up new career opportunities you might not have otherwise.

Additionally, getting your CFP® certification may increase your overall success. As a certified professional, you may see faster promotions and higher salaries. On average, a CFP® professional earns 10% more than other financial planners. You may also find it easier to change firms or even strike out on your own and build your own practice.

Build Trust With Your Financial Planning Clients

Earning your CFP® certification encourages clients to trust you and sets your professional relationship on a firm foundation. Many clients choose to work only with financial planners who are certified CFP® professionals.

In fact, studies show that 90% of consumers feel that an advisor’s certifications are important. And 86% prefer to work with someone who has completed a rigorous education program and passed their certification exam.

Having your certification shows clients that you value education and professional excellence. Additionally, clients know they can trust you to act as a fiduciary, providing guidance that’s truly in their best interest. As a CFP® professional, you’re held to a high ethical standard that gives clients confidence in your ability to help them manage their finances effectively.

Expand Your Skills With Support From CFP Board

If you’re still feeling overwhelmed by the CFP® certification requirements, don’t worry. There are many resources to help you prepare for the certification exam and your career as a financial planning professional. You can find mentorship and internship opportunities as well as scholarships to complete your education requirements.

As a CFP® practitioner, your professional development doesn’t end when you earn your certification. You have endless opportunities to expand your skills and deepen your knowledge throughout your career.

CFP Board is committed to helping financial planning professionals build expertise and uphold rigorous practical standards. Once you’ve earned your certification, you must continue to prioritize your professional development by earning continuing education credits.

There are many accredited programs available (including our CORE subscription!), giving you the opportunity to earn your CE credits and stay at the top of your professional game. Fulfilling the CE requirements helps you stay current on tax laws, financial regulations, and investing trends, ensuring that you can continue giving your clients reliable guidance.

Set the Standard as a CFP® Professional

Getting your CFP® certification proves that you’re ready to hold yourself to the highest professional standard. As CFP® professionals, we’re committed to excellence throughout our careers. We’re always looking for new ways to move our profession forward and provide the best care and support to our clients.

No matter where you are in your financial planning career, it’s never too early or late to start working toward your CFP® certification. And if you want guidance and support on that journey, we’re here to help.

At Amplified Planning, we help financial planners at all stages of their careers gain crucial knowledge and build practical skills. Our CORE subscription programs give you access to exclusive educational resources and professional development opportunities.
You’ll learn from practicing CFP® professionals and gain insight into different aspects of our profession. Plus, you’ll get to watch videos of client meetings and practice building financial plans for real-world clients. Learn how to be an outstanding CFP® professional — join Amplified Planning CORE today!