Certified Financial Planner Board of Standards Inc.

CFP Board Initiatives

(41Kb)	CFP Board Diversity Initiative CFP Board’s mission is to foster professional standards in personal financial planning so that the public values, has access to and benefits from competent and ethical financial planning. In order to serve an increasingly diverse public, it is critical that our efforts address the changing demographics of the U.S. population. The PDF document highlights the major milestones and how individuals and organizations can get involved.

(143Kb)	Workplace Education Program CFP Board has materials and resources for HR professionals to help inform employees about planning for their financial future. The PDF document is a flier CFP Board provides to HR professionals and highlights why employers should educate their employees about the benefits of financial planning. The flier explains the variety of tools CFP Board has developed to help.