Mentor someone into financial planning.
Volunteer your experience as an adviser. Guide a student or career changer from a background that’s rare in the profession.
- A nonprofit program.
- We never sell your information.
Want a mentor yourself? It’s free. Apply as a mentee
Four in five CFP® professionals are White.
Source: CFP Board, CFP® Professional Demographics, September 2026.
How mentoring works, in three steps.
We match you
We pair you with a mentee and schedule your meetings.
You share your path
Tell them how you got here: what worked, what didn’t and what you’d do again.
You work together
Be in their corner, whether they’re studying for the CFP® professional exam or looking for a first job.
Help build a profession that looks like the families it serves.
Apply to mentorWant a mentor yourself? Apply as a mentee