Company Overview

I. CFP Board Mission

Certified Financial Planner Board of Standards Inc., a professional regulatory organization, fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent and ethical financial planning.

II. CFP Board Core Beliefs and Values

1. ACCOUNTABILITY TO THE PUBLIC We believe that the primary reason for our existence is to promote the public welfare through standards in personal financial planning. We value client-centered relationships and the differentiation of personal financial planning professionals from other financial service providers and advisors.

2. TRUST DERIVED FROM STANDARDS We believe that CFP Board's individual certification standards advance the systematic body of knowledge and enhance the respect for the personal financial planning professional. We value the demonstration of the initial and ongoing competency required for a professional to obtain and retain the CFP® marks.

3. COMMITMENT TO EXCELLENCE We believe that the CFP® marks represent excellence in personal financial planning not as an educational credential, but as a professional obligation to a higher standard of conduct. We value the seven principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence that exemplify professional behavior.

4. RESPECT FOR PROFESSIONALS We believe that the public benefits from the existence of a growing pool of competent financial planning professionals who place the interests of the client first.