Membership

Benefits of Becoming a

 CFPS Member!

Mentorship Programs

Peer to Peer Mentorship: Get matched with a upperclassmen member of CFPS. The Mentorship Program provides personalized guidance in your financial planning career path.

Professional Mentorship: Get matched with a local financial planner or wealth manager. 

Networking Opportunities

Exclusive networking opportunities from guest speakers to mixers, panels, and connections with CFPS Alumni.

Resource Drive

Access an exclusive resource drive packed with CFP prep sheets, excel shortcuts, and much more.

Graduation Cord

Attend 5 meetings each semester during your final academic year!

Discount Brokerages 

RIAs 

Wirehouses 

Banks 

Independent Broker Dealers