About CFP Board

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Summaries of Board Meetings

The Board of Directors is the policy-making and oversight body of Certified Financial Planner Board of Standards, Inc. ("CFP Board"), the non-profit certification body that owns the CFP® and CERTIFIED FINANCIAL PLANNER™ certification marks in the U.S. The mission of 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. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® professionals and other stakeholders.

The Board of Directors meets several times each year, and the information below provides a summary of topics discussed and decisions made at those meetings.

The Board of Directors welcomes feedback and questions from CFP® professionals and other CFP Board stakeholders at BOD@cfpboard.org

Board of Directors Meeting Summaries

  • November 2012 Meeting

  • October 2012 Meeting

  • July 2012 Meeting

  • March 2012 Meeting

  • November 2011 Meeting

  • August 2011 Meeting

  • July 2011 Meeting

  • April 14, 2011 Meeting

  • April 1, 2011 Meeting

  • January 2011 Meeting

  • November 2010 Meeting

  • March 2011 Meeting

  • August 2010 Meeting

  • July 2010 Meeting

  • March 2010 Meeting

  • November 2009 Meeting

  • September 2009 Meeting

  • August 2009 Meeting

  • July 2009 Meeting

  • May 2009 Meeting

  • March 2009 Meeting

  • February 2009 Meeting

  • January 2009 Meeting

  • November 2008 Meeting

  • September 2008 Meeting

  • August 2008 Meeting

  • July 2008 Meeting

  • June 2008 Meeting

  • April 2008 Meeting

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 himself 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.