The Certified Financial Planner Board of Standards Inc. has expanded and updated its mentor program, which connects Certified Financial Planners and those pursuing the CFP certification. The program is designed to provide guidance, support and mentorship to individuals as they obtain the certification.
The enhanced mentorship program expands the scope of the CFP Board’s WIN-to-WIN Mentor Program. The program, which was launched two years ago and focused on women and inclusion, will now be open to all CFP candidates, according to a news release from the CFP Board.
The WIN-to-WIN Mentor Program has helped create more than 1,600 mentor-mentee partnerships from 700 women mentors. These mentors have served as guides, offering aspiring CFP professionals useful advice based on their experience on everything from taking the exam to pursuing a career in the profession.
“The WIN-to-WIN Mentor Program paired candidates with established financial planning professionals to guide them through the rigorous process of CFP certification,” said Kevin R. Keller, CAE, CEO of CFP Board. “Because of its successes, and the integral role mentors play in a profession, we expanded the program to pair mentees and mentors of all genders based on similar goals and interests.”
To continue the success of the WIN-to-WIN Mentor Program, the updated program will continue to work toward growing the number of female CFP professionals while also working to increase diversity across racial lines for more inclusivity among the next generation of CFPs.
The mentorship program will also be hosted on a new technology platform. Mentees can create in-depth profiles sharing details, a photo, and even a link to the mentees LinkedIn profile, according to the CFP Board. Mentors can now request a mentee through their profile—enabling meaningful and more powerful relationships between mentors and mentees.