Certified Financial Planner Board of Standards Inc.

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 personal financial planning. Learn more about CFP Board >

CFP BOARD PULSE SURVEY: 5,000 CERTIFIED FINANCIAL PLANNER™ PROFESSIONALS PROVIDE INSIGHTS INTO INVESTOR REACTIONS TO MARKET DOWNTURN
WASHINGTON, DC, October 21, 2008 – A major new “Pulse” survey from Certified Financial Planner Board of Standards, Inc. (CFP Board) reveals that 78 percent of the clients of CERTIFIED FINANCIAL PLANNER™ professionals are standing firm with their existing financial planning strategies in face of the current market turbulence.
Full Article >

CFP BOARD INVIGORATES COMMUNICATIONS WITH CFP® CERTIFICANTS
WASHINGTON, DC, October 1, 2008 – CFP Board's Board of Directors has launched a comprehensive outreach program for active two-way communications with CFP® certificants.
Full Article >

Workshop: Developing Compliance Tools for CFP Board’s Revised Standards

November 20, 2008 10:00 AM - 3:00 PM

Hyatt Regency O'Hare, Chicago, Illinois

This in-person workshop in Chicago, Illinois is open to all compliance officers of financial services firms that employ or contract with CFP® certificants. The workshop is designed to provide compliance staff with an opportunity to review and discuss effective implementation strategies that assist CFP® certificants in complying with CFP Board’s revised Standards of Professional Conduct. Insurance, broker-dealer and investment advisory business models will be examined. Members of CFP Board's Board of Directors, Disciplinary and Ethics Commission and legal and professional review staff will serve as facilitators during the workshop.

Learn more and register

CFP Board Initiatives
CFP Board is continually exploring new ways to educate consumers about financial planning as well as reach out to potential candidates for CFP® certification.
Learn More >

DOWNLOAD
	2007 Annual Report
	2006 Annual Report
	2007 Certificant Survey Report

SEARCH for a CERTIFIED FINANCIAL PLANNER™ Professional

REQUEST A FREE KIT on Financial Planning

REPORT A COMPLAINT Against a CERTIFIED FINANCIAL PLANNER™ Professional