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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 competent and ethical personal financial planning. Learn more about CFP Board >

CFP BOARD'S PUBLIC AWARENESS CAMPAIGN:  Increasing public awareness is central to CFP Board's mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. In April 2011, CFP Board released its first large-scale public awareness campaign to raise the awareness of CFP® certification featuring advertisements in national print publications, in online resources, and on national cable television channels featuring the public service website www.letsmakeaplan.org.
 
CFP® Professionals: Learn more about the campaign's development and implementation, view and download materials you can use to extend the reach of the campaign, and access new CFP® certification mark artwork through our public awareness campaign toolkit.

Upcoming Events:

CFP® CERTIFICANT CONNECTIONS COMING TO ATLANTA, ORLANDO, FT. LAUDERDALE, FEBRUARY 9-10: These town-hall style events are an opportunity for CFP® professionals and other CFP Board stakeholders to engage in two-way dialogue with CFP Board's leadership. Learn more >

CFP® CERTIFICATION EXAMINATION, MARCH 16-17: Registration is now closed for the March 2012 CFP® Certification Examination. The Withdrawal Deadline is February 7. The Temporary Payroll Tax Cut Continuation Act of 2011 will be tested on the March 2012 CFP® exam. View the tax tables provided in all March 2012 exam books. View the list of Job Task Domains that will be tested on the March 2012 CFP® exam and additional exam updates for 2012.

Announcements:

CFP® PROFESSIONALS: COMMENT ON PROPOSED NON-DISCIPLINARY PUBLIC DISCLOSURE OF SINGLE BANKRUPTCY FILINGS
CFP Board requests comments on proposed changes to the way it addresses bankruptcy filings by CFP® professionals and candidates for CFP® certification. View the proposal and submit comments by February 17, 2012.
Read comments submitted to CFP Board.

GRASSROOTS ADVOCACY SURVEY: CFP Board asks all CFP® professionals to complete a short Grassroots Advocacy survey, available through your online account. Take the survey >

NEW ONLINE STORE FOR CFP® PROFESSIONALS: CFP Board is pleased to announce the launch of a new online store offering CFP® professionals a range of products with the new CFP® (with plaque design) mark featured in CFP Board's Public Awareness Campaign. Learn more and visit the new online store >

COMMENTS ON PROPOSED EXPERIENCE & DISCIPLINARY RULES REVISIONS: On August 18, 2011, CFP Board released for comment proposed revisions to the Experience requirement for CFP® certification and to CFP Board's Disciplinary Rules and Procedures. The comment periods closed on September 17 and October 3, respectively. Read the comments submitted regarding the proposed amendments to the Experience requirement and the proposed amendments to the Disciplinary Rules and Procedures.

NEW JOB TASK DOMAINS & PRINCIPAL TOPICS FOR 2012: CFP Board's extensive 2009 Job Analysis Study identified new Job Task Domains, which serve as the blueprint for the March 2012 and later administrations of the CFP® Certification Examination, and new Principal Topics, which serve as a curricular framework for CFP Board-Registered Programs. Effective January 1, 2012, CFP Board will accept for CE credit only programs that address subject topics identified in either the lists of Job Task Domains or Principal Topics.
-   Download the list of Job Task Domains >
-   Download the list of Principal Topics >

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 Financial Planning Coalition is engaged with a number of initiatives related to the Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank Act), a historic and comprehensive financial regulatory reform bill. Learn more >

CFP Board News:

CAROLYNN TOMIN, CFP® TO SERVE AS 2012 CHAIR OF CFP BOARD’S COUNCIL ON EDUCATION

February 2, 2012 – Carolynn Tomin, CFP® , has been appointed to serve as the 2012 Chair of the Council on Education, bringing with her expertise as a financial planning educator, currently serving as the program director for Boston University’s Programs for Financial Planning. Full Article >

JEAN S.H. SCHWARZ, CFP® TO SERVE AS 2012 CHAIR OF CFP BOARD’S COUNCIL ON EXAMINATIONS

February 2, 2012 – Jean S.H. Schwarz, CFP®, has been appointed to serve as the 2012 Chair of the Council on Examinations. The Council on Examinations is responsible for providing advice and recommended actions regarding the development, administration and scoring of the CFP® Certification Examination consistent with best practices in high stakes testing and certification organizations. Full Article >

TERRY LISTER TO SERVE AS 2012 CHAIR OF CFP BOARD'S PUBLIC POLICY COUNCIL

January 25, 2012 – Experienced regulatory and compliance counsel, Terry L. Lister has been appointed as Certified Financial Planner Board of Standards, Inc. new Chair of its Public Policy Council. The Public Policy Council serves an advisory role on public policy issues affecting CFP Board, CFP® professionals and members of the public. Full Article >

Recent CFP Board Events:

WEBINAR: CFP BOARD'S NEW EDUCATION VERIFICATION SYSTEM, DECEMBER 13, 2011: CFP Board's Dr. Chaffin introduced directors and faculty of CFP Board-Registered Programs to a new online process for submission of student eligibility information. A recording will be available soon. View the recorded webinar >

WEBINAR: APPLYING THE FIDUCIARY STANDARD TO A FINANCIAL PLANNING PRACTICE, NOVEMBER 9, 2011: This webinar featured members of CFP Board's Disciplinary and Ethics Commission addressing key concepts related to CFP Board's Standards of Professional Conduct, including applying the fiduciary standard to the practice of financial planning. View the recorded webinar >

BUSINESS UPDATE WEBINAR, NOVEMBER 4, 2011: CFP Board's leadership shared the latest updates on CFP Board's activities and accomplishments, including public policy advocacy and CFP Board's public awareness campaign to raise awareness of CERTIFIED FINANCIAL PLANNER™ professionals. View the recorded webinar >