
Why CFPS
Our mission
What we do
Provide resources and a collaborative community, providing professional development through guidance
Why do we exist
To develop industry ready professionals equipped to find success within the financial planning profession
Our Vision
Where do we want to be in the future
We strive to be a leading pre-professional organization recognized for developing industry-ready graduates, fostering lifelong professional relationships, and advancing excellence in the financial planning profession.
Our mission
What we do
Provide resources and a collaborative community, providing professional development through guidance
Why do we exist
To develop industry ready professionals equipped to find success within the financial planning profession
Our Vision
Where do we want to be in the future
We strive to be a leading pre-professional organization recognized for developing industry-ready graduates, fostering lifelong professional relationships, and advancing excellence in the financial planning profession.


Our core values
The foundation around everything we do at CFPS
Our core values
The foundation around everything we do at CFPS
Professional Development
CFPS is committed to preparing students to become industry-ready professionals.
Professional Development
CFPS is committed to preparing students to become industry-ready professionals.
Professional Development
CFPS is committed to preparing students to become industry-ready professionals.
Community
At CFPS community is the foundation of everything we do. Aiming for our students to connect, collaborate, and grow together
Community
At CFPS community is the foundation of everything we do. Aiming for our students to connect, collaborate, and grow together
Community
At CFPS community is the foundation of everything we do. Aiming for our students to connect, collaborate, and grow together
Networking
We believe meaningful connections create opportunities. CFPS actively connects members with CFP® professionals, alumni, and firms in the financial planning and wealth management industry.
Networking
We believe meaningful connections create opportunities. CFPS actively connects members with CFP® professionals, alumni, and firms in the financial planning and wealth management industry.
Networking
We believe meaningful connections create opportunities. CFPS actively connects members with CFP® professionals, alumni, and firms in the financial planning and wealth management industry.
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