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 – CFP Board-Registered Programs Spring 2014 Update

May 01, 2014

A recording of the webinar, “CFP Board-Registered Programs Spring 2014 Update,” is now available for on-demand viewing.

Held on April 29, 2014, this webinar provided an update on CFP Board’s initiatives, program evaluation data and the 2014 CFP Board Registered Program Conference, including the newly added Firms’ Night that will bring together financial planning firms and CFP Board-Registered Programs to discuss collaboration opportunities.

Hosted by Dr. Charles Chaffin, CFP Board's Director of Academic Programs and Initiatives, the webinar addressed:

  • Renewal updates
  • Certification Completion Initiative
  • Firms’ Night at Registered Program Conference
  • CFP Board’s move to Computer-Based Testing
  • Research studies

View the recorded webinar

Additional resources for CFP Board-Registered Programs are available at www.CFP.net/RegisteredPrograms.

If you have questions about the CFP® exam, please contact CFP Board at 800-487-1497 or registeredprograms@cfpboard.org.