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Applying the Fiduciary Standard of Care to a Financial Planning Practice >
CFP Board Disciplinary Trends >
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Request for Comment: CFP Board requests comments on proposed changes to the way it addresses bankruptcy filings by CFP® professionals and candidates for CFP® certification. View the proposal and submit comments by February 17, 2012.

Grassroots Advocacy Survey: All CFP® professionals are requested to complete this short survey, available through your online account. Take the survey >

Order a New CFP® Certificate
CFP Board has released a newly-redesigned CFP® certificate, available to current CFP® professionals. Order through your online account >

New CFP(R) Certificate Design

Products Featuring the CFP® Mark
CFP Board has released a new online store offering a range of products with the new CFP® (with plaque design) mark featured in CFP Board’s Public Awareness Campaign. Visit the new online store >

Learn about publications and other items available from CFP Board here >

Updated CFP® Certification Application Declaration
CFP Board has revised the Declaration Page of the Initial and Renewal Applications for CFP® Certification, effective for all candidates or CFP® professionals whose certification period begins on or after July 1, 2011.
Read more >
CFP® Certification Explanation Statement
for Form ADV Part 2:
CFP Board has developed a sample explanation statement regarding CFP® certification that CFP® professionals may include on Form ADV, Part 2. Read more >
Anonymous Case Histories are detailed summaries of actual cases heard by CFP Board’s Disciplinary and Ethics Commission, the body charged with hearing allegations of misconduct by CFP® certificants. A new online format makes these valuable resources easily accessible to CFP® certificants and others interested in learning more about CFP Board's disciplinary process and the specific types of activities that CFP Board has found contrary to its Standards of Professional Conduct. Read more >

Need CE Credit? Find a Sponsor
Get a list of CE sponsors that offer approved courses for the Code of Ethics and Professional Responsibility and Financial Planning Practice Standards
2-hour CE requirement.
Show list >

CAROLYNN TOMIN, CFP® TO SERVE AS 2012 CHAIR OF CFP BOARD’S COUNCIL ON EDUCATION
February 2, 2012 – Carolynn Tomin, CFP® , has been appointed to serve as the 2012 Chair of the Council on Education, bringing with her expertise as a financial planning educator, currently serving as the program director for Boston University’s Programs for Financial Planning.
Full Article >

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