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CFP® Pro Tools & Resources
Strengthen your practice to strengthen your impact. Explore tools, research and programs designed to support your work, grow your influence and continuously excel in your commitment to putting clients first.
Don’t Miss the 2025 CFP Board Connections Conference!
This three-day, in-person conference features a vibrant community of peers committed to raising the bar in financial planning. Build your network and explore emerging trends while earning up to 15 CE credits.
Popular Resources
Access the most-used resources for maintaining certification and advancing your career.
Essential Reads for CFP® Pros
What’s on your professional bookshelf? These must-reads are trusted favorites among CFP® Pros.
Research, Reports & Statistics
Explore a collection of exclusive research to gain unique insights, develop thought leadership and better understand client needs and behaviors.
Financial Planning Review
Discover peer-reviewed research on both foundational and emerging topics in Financial Planning Review, the profession’s definitive peer-reviewed academic journal.
Psychology of Financial Planning
This indispensable title helps you understand the behavioral side of planning — and learn how to move clients from advice to action.
Initiatives That Move the Profession Forward
Learn about our work promoting ethical financial planning through building workforce diversity, advancing research and knowledge, raising public awareness and influencing policy to benefit everyone.
The Code and Standards
CFP Board's Code of Ethics and Standards of Conduct requires CFP® professionals to uphold the principles of integrity, objectivity, competence, fairness and confidentiality. They make a commitment to CFP Board to put their clients' interests first at all times when providing financial advice.
Compliance Resources
Find resources to help CFP® professionals understand and meet their obligations under the Code of Ethics and Standards of Conduct for CFP® professionals.
Enforcement
CFP® professionals may be sanctioned by CFP Board if they violate the Code of Ethics and Standards of Conduct.