For CFP® Professionals

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Toolkit for CFP® Professionals

As a CFP® professional, you are uniquely qualified to help individuals pull their finances together, solve financial problems, and make a plan to achieve their financial goals. You also have the opportunity to take advantage of resources to help raise awareness about CFP® certification and the benefits of working with a CFP® professional.


The CFP® certification marks are distinctive visual symbols that indicate you have met CFP Board’s certification requirements.

Increasing public awareness is central to CFP Board’s mission to benefit the public by granting the CFP® certification.


CFP® professionals can use materials from CFP Board to announce their achievement and qualifications as a CFP® professional.

CFP® professionals must report 30 hours of CE for each two-year period ending the last day of a certificant's renewal month.


Keep informed about CFP Board’s work to uphold the CFP® certification.



CFP Board has developed resources to help CFP® professionals uphold the Standards of Professional Conduct.

 


More For CFP® Professionals

Is Your Account Up-to-Date?
Have you moved or changed firms? Are you participating in the popular "Find a CFP® Professional" tool? 
Update your information

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

IMPORTANT UPDATES

Recorded Webinar: Introducing New Advertisements for CFP Board's Public Awareness Campaign

Feb 04, 2014

A recording of the webinar, “Introducing New Advertisements for CFP Board's Public Awareness Campaign,” is now available for on-demand viewing. 

Held on February 3, 2014, this webinar was presented by Kevin R. Keller, CAE, CFP Board's CEO, and Tom Crowder, CFP Board’s Managing Director of Marketing and Business Development, who reviewed the progress of CFP Board’s ongoing national Public Awareness Campaign to increase consumer awareness of CFP® professionals and introduced new TV, print and online advertisements that will be used as part of the campaign in 2014.

View the recorded webinar



Additional resources for CFP® professionals are available at www.CFP.net/toolkit.