Mission and Priorities | CFP Board

About CFP Board

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Mission and Priorities

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.

Strategic Priorities

To give focus to CFP Board’s work to further its mission, CFP Board’s Board of Directors and executive leadership team have developed a strategic plan for the organization’s operations during the next several years.  The collaborative development of the plan aligns CFP Board’s governance and policies with the operations of CFP Board.  The latest plan, adopted in November 2016, sets forth four strategic priorities, each tied to CFP Board’s mission to benefit the public:

1) Growing Awareness of CFP® certification as the recognized standard for competent and ethical financial planners;

2) Expanding Access to competent and ethical financial planning by increasing the number and diversity of CFP® professionals;

3) Assuring Accountability by holding CFP® professionals to rigorous standards and by advocating for fiduciary advice, recognition of financial planning as a profession, and effective regulation of financial planners; and

4) Serving as the respected Authority for the profession by setting standards, certifying financial planners, and by advancing the Center for Financial Planning.

 CFP Board's Four As
 

Center For Financial Planning | Logo | Gold

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.