Step Up Your Financial Career with the CFP Mentor Program
Step Up Your Financial Career with the CFP Mentor Program
– Congratulations! You have taken your first steps towards a career as a
CERTIFIED FINANCIAL PLANNER™ professional. As you prepare for your CFP® exam,
consider connecting with a CFP® professional as a mentor for support and
guidance during a window of time before your test date."Mentoring helps
candidates focus on time management, study strategy, staying motivated and
more," according to the website of CFP Board, a nonprofit organization
dedicated to supporting professional standards in personal financial
planning.The CFP Board Mentor Program aligns with the CFP® exam schedule and
sets up short-term mentoring relationships to align with the March, July or
November exams. The next mentoring cycle opens in April to prepare candidates
for the July exam. Mentors and mentees connect at least three times during the
period leading up to the exam.CFP Board also provides online resources to
support the mentor/mentee relationship, including sample practice exam
questions, more information about the key knowledge topics to which exam
questions are linked, and a guide to the Code of Ethics and Standards of
Conduct that CFP® professionals need to know and implement in their
careers. Additional benefits of mentoring for both mentors and mentees
include:* Making it personal. A one-on-one relationship with a CFP Board
mentor helps candidates identify their specific areas of strength, and what
they need to focus on to ace the exam and prepare for a successful career.*
Sharing their wisdom. The financial planning profession is supportive and
inclusive, and many established advisors choose to become mentors because they
enjoy sharing their insights and offering encouragement to those ready to
become a CERTIFIED FINANICAL PLANNER™ professional.* Connecting long-term. The
CFP Board formal mentor program is designed to support students through the
exam process, but some candidates for CFP® certification and their mentors
continue to connect, and mentors can continue to provide career advice and
networking opportunities.The goal of the CFP Board Mentor Program is to
"foster the next generation of CERTIFIED FINANCIAL PLANNER™ professionals to
succeed and advance the profession," CFP Board emphasizes.For more
information, visit
cfp.net/get-certified/tools-and-resources/find-a-mentor
for links to sign up to find a mentor or become a mentor, as well as more
resources to help prepare for the CFP®exam.
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