For CFP® Professionals

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Maintain Your Certification

By maintaining CFP® certification, financial planning professionals demonstrate to the public that they have agreed to meet high standards of professionalism in a changing financial world. Compliance with CFP Board's certification standards helps to ensure the integrity of the CFP® certification marks for the benefit of the public.

    Updates

    Recording of March 2013 Business Update Webinar Now Available

    Mar 14, 2013

    A recording of CFP Board’s March 2013 Business Update Webinar is now available for on-demand viewing.

    This webinar was presented in an interactive format hosted by Karen P. Schaeffer, CFP® and featured panelists Nancy A. Kistner, CFP®, 2013 Chair of CFP Board's Board of Directors, Ray Ferrara, CFP®, 2013 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO.  Topics addressed during this webinar include:

    • Report from the March 2013 Board of Directors Meeting
    • CFP Board’s Overarching Outcomes
    • Progress on increasing public awareness of CFP® professionals
    • Growth in the number of CFP® professionals (U.S. and worldwide)
    • Advancing recognition and regulation of financial planners
    • CFP Board’s upcoming Financial Planning Competency Handbook
    • Answers to questions from webinar attendees

    Learn more and view the webinar recording


    About CFP Board’s Business Update Webinars

    As part of its commitment to keep open lines of communication with CFP® professionals and other CFP Board stakeholders, this webinar series was designed to allow CFP Board's leadership to provide updates on current activities related to CFP® certification and to answer questions from CFP® professionals and others. 

    This webinar series is a great opportunity for CFP® professionals and our other important stakeholders to interact with CFP Board’s leadership and hear their views on the state of the financial planning profession.

    Business Update Webinars are held following the Board of Directors meetings in March, July and November.  The next Business Update Webinar event will take place Friday, July 12, 2013.

    Comments and questions about CFP Board's Business Update Webinars may be sent to webinars@cfpboard.org.

    Public Awareness

    Online Banner Ads from CFP Board's Public Awareness CampaignMay 16, 2013: Three new online banner ads have been added to the advertising for CFP Board’s “Let’s Make a Plan” public awareness campaign.

    The new “Crystal Ball,” “Hero” and “Kaleidoscope” online banner ads emphasize the importance of working with a CFP® professional and are now available from our Public Awareness Campaign Toolkit, with instructions for adding the ads to your website.

    View the "Crystal Ball" Online Banner Ad
    View the "Hero" Online Banner Ad
    View the "Kaleidoscope" Banner Ad

    Online Store

    Get items and apparel featuring the CFP® marks at our online store and be proud of your status as a CFP® professional.  

    More For CFP® Professionals

    How to Use the CFP® Marks
    These resources will guide you in the correct use of the CFP® certification marks in your business materials.
     Learn more about proper use of the CFP® marks

    Get Involved
    CFP Board’s work benefits greatly from generous contributions by CFP® professionals and other stakeholders.
    Learn about opportunities to support CFP Board's mission

    Order CFP® Marks Merchandise
    Display the CFP® marks with pride! CFP® professionals can purchase a range of products featuring the CFP® marks.
     View and purchase products featuring the CFP® marks

    Reach New Clients

    CFP Board’s “Find a CFP® Professional” online search tool can help you connect with Americans seeking professional financial planning services.

    Update Your Profile Today

    Continuing
    Education

    More than 1,000 CE Sponsors have registered with CFP Board to provide continuing education.

    Find CE Opportunities

    WELCOME TO OUR NEW WEBSITE

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