CFP Board - Mission and Objectives

About CFP Board


Mission and Objectives

Certified Financial Planner Board of Standards, Inc.

Mission Statement

The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) 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.

Overarching Outcomes

CFP Board’s Board of Directors adopted the following four overarching outcomes in 2012 to identify key areas that span all of the “pillars” that support CFP Board’s mission and involve activities related to each of the organization’s core objectives.  These outcomes serve to focus the organization’s priorities and foster achievements in each of these high-impact areas during coming years.

Awareness: The public is increasingly aware of, seeks and uses CFP® professionals.

Growth: Financial Professionals recognize, seek and maintain CFP® certification.

Recognition & Regulation: Financial Planning is a recognized and regulated profession.

Authority: CFP Board is recognized as the authority in Financial Planning.

Core Objectives

CFP Board has established five core objectives that support CFP Board's mission.

Establish and uphold rigorous competency standards for CFP® certification.

Professional Standards & Enforcement:
Protect the public’s interest through the establishment and enforcement of rigorous financial planning ethical and practice standards.

Public Advocacy:
Influence policy to benefit the public and increase access for all to competent and ethical financial planning.

Communications & Outreach:
Increase public and stakeholder awareness of and preference for CFP® certification as the standard for financial planning

Strengthen CFP Board’s capacity to achieve its mission.

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The Center's focus includes workforce development, diversity, and the profession's body of knowledge.

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
Putting Your Needs First
CFP Board requires CFP® professionals to put their clients’ interests ahead of their own at all times.