For CFP® Professionals

MAXXCAT_START

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

We’ve Moved to a New Suite! Please Update Your Records

Feb 18, 2014

CFP Board has moved to a new suite.  Our offices are now located on the 8th floor of 1425 K Street NW in Washington, DC. 

Please update our mailing address in your records, as follows:

CFP Board
1425 K Street NW #800
Washington, DC 20005

No changes have been made to our phone numbers, email addresses or other contact information.