About CFP Board

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Work at CFP Board

Pillars of Success

CFP Board believes that each employee contributes directly to our organization’s growth and success. We encourage staff to take pride in being a member of our team and place emphasis on those values that we find most critical to our core objectives and daily operation.

CFP Board employees are exceptional individuals who are dedicated to promoting CFP Board’s mission and make it possible for the public to benefit from competent and ethical personal financial planning. We place great importance on the success of our employees and contributing to their personal and professional growth. We invite you to explore our values and signs of success at CFP Board to learn how a gold standard workplace can benefit you.

We value:

  • RESULTS based on measurable goals aligned with the organization
  • COLLABORATION within and across functions
  • STRATEGIC and CRITICAL thinking
  • FEEDBACK and COACHING for professional and personal development
  • TIMELY, EXEMPLARY and RESPONSIVE SERVICE in an accurate and professional manner

Job Opportunities

Read about current job opportunities at CFP Board. CFP Board is an equal employment opportunity company (EEOC).

Open Position:

Questions about CFP Board’s employment policies or job opportunities may be sent to humanresources@cfpboard.org.

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.