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 Webcast: Savings Fitness – A Guide to Your Money and Your Financial Future

Apr 29, 2014

This webcast, presented on April 23, 2014 by CFP Board and the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA), introduced new online financial planning tools to supplement the popular Savings Fitness publication. The webcast offered practical information on financial planning and guidance on using these new tools to address important personal finance topics such as:

  • Setting short- and long-term financial goals,
  • Calculating net worth,
  • Estimating retirement savings needs,
  • Developing a budget or cash flow spending plan, and
  • Organizing debt. 
View a recording of the webcast
Online financial planning tools: Savings Fitness Worksheets (EBSA website)

Order or download the Savings Fitness publication