About CFP Board


Work at CFP Board

CFP Board believes each employee contributes directly to our organization’s growth and success. Staff members take pride as a part of our team and emphasize values critical to our core objectives and daily operation.

Job Opportunities

Current Open Positions:

Please send completed application and resumé to humanresources@cfpboard.org.

CFP Board is an equal employment opportunity company (EEOC).

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

Pillars of Success

CFP Board employees are exceptional individuals dedicated to promoting CFP Board’s mission. They make it possible for the public to benefit from competent and ethical personal financial planning. We encourage our employees' success by contributing to their personal and professional growth. 

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

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.