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CFP Board Mission:

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. Learn more about CFP Board >

Announcements:

CFP BOARD BUSINESS UPDATE WEBINAR: NOVEMBER 20, 2009, 2:00 - 3:15 P.M. (EASTERN TIME): Join CFP Board's leadership for for a look ahead to 2010 during an interactive Business Update Webinar. Hear the latest on CFP Board’s recent activities and a look ahead to CFP Board’s activities and priorities for the coming year. Learn more about CFP Board’s heightened engagement on public policy issues and work with the Financial Planning Coalition, as well as updates on the 2009 Job Analysis Study and the recent proposal for a financial plan development course requirement for those seeking to attain CFP® certification. Learn more and Register to attend >

NEW BOOK PROVIDES COMPREHENSIVE HISTORY OF THE FINANCIAL PLANNING PROFESSION:          CFP Board is pleased to share that E. Denby Brandon Jr., CFP® and H. Oliver Welch, CFP®, CFA – two early leaders of CFP Board – have published a comprehensive history of the financial planning profession. Their new book, The History of Financial Planning, chronicles the history and evolution of the profession, with insights from many of the key players who conceived of and established the financial planning movement and CFP® certification. Read more >

PROPOSED FINANCIAL PLAN DEVELOPMENT COURSE REQUIREMENT:On August 3, 2009, CFP Board issued a request for comments on the proposed addition of a financial plan development course requirement to CFP Board's education standards. Comments received during the 60-day comment period, which ended October 2, 2009, will be reviewed and considered by CFP Board and have been posted to CFP Board's Web site. Read more >

2008 ANNUAL REPORT: Download a Copy >

CFP BOARD'S POLICY CENTER: CFP Board’s Policy Center allows you to keep-up-to date on CFP Board’s involvement in legislative and regulatory issues affecting the financial planning profession. Read more >

FINANCIAL PLANNING COALITION UPDATE:

The Coalition testified before the House Financial Services Committee at a hearing titled “Industry Perspectives on the Obama Administration’s Financial Regulatory Reform Proposals.” Read the Coalition’s Written Testimony >

The Coalition has called for the establishment of a professional standards-setting oversight board for financial planners that would be subject to SEC authority. Read the Case Statement >

CFP BOARD PROPOSES ESTABLISHING INDUSTRY STANDARDS FOR TARGET DATE FUNDS: Marilyn Capelli Dimitroff, CFP®, 2009 Chair of CFP Board's Board of Directors, outlined CFP Board’s proposals to enhance consumer safeguards for investors who use target date funds, in testimony before a joint Securities and Exchange Commission-Department of Labor hearing.

View the video message on YouTube >

Ethical Standards and Resources:

On May 31, 2007, CFP Board announced the adoption of an updated Standards of Professional Conduct, which sets forth the ethical standards for CFP® professionals. The updated Standards, which have an effective date of July 1, 2008 and an enforcement date of January 1, 2009, were designed to maintain CFP Board's high ethical standards, strengthen them in several important ways, and present the standards in a manner that will be easily understood by CFP® professionals and the public they serve. Learn more >

CFP Board News:

CFP BOARD CENSURES IMPROPER CFP® CERTIFICANT CONDUCT

WASHINGTON, DC, November 4, 2009—Certified Financial Planner Board of Standards, Inc. announces that it has issued an interim suspension to Brian P. Troy of Keller, Texas, suspending his right to use the CFP® certification marks, effective immediately. Full Article >

Recent CFP Board Events: