Career Guide
Meet CFP® Professionals
Helping people. Building relationships. Solving problems. A career in financial planning is so much more than just working with numbers. These CFP® professionals are enjoying the rewards that come with helping their clients bring all of the pieces of their financial lives together.
I Am a CFP® Professional: Rianka Dorsainvil
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Being a financial planner allows you to build the work-life balance you want. It really depends on the life you want to live.
Rianka Dorsainvil
CFP® Professional
CFP® Professionals: In Their Own Words
CFP® professionals discuss the benefits of a career in financial planning, why they chose to earn the CFP® certification and what their day-to-day looks like.
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."
Justin Sullivan, CFP®
"My career would not be where it is without the CFP® [certification]... because it instills so much trust in the relationships I have with my clients and even my colleagues trust me more."
Lauryn Williams, CFP®
"The CFP® certification is a worthwhile journey and a rewarding career. You’ll have the chance to work with people from your community of diverse backgrounds and education.”
Get on the Path to CFP® Certification
We're here to help guide you along the way, with the information and resources you need.
What Is Financial Planning?
Learn about the profession and figure out whether it's the right career path for you.
CFP® Certification Process
The "Four E's" make up the CFP® certification process: Education, Exam, Experience and Ethics.
What Makes CFP® Certification Different?
Find out what sets it apart from other designations, such as the CFA and CPA, and how earning CFP® certification can make a difference.
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