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September 19, 2014

New research from CFP Board and Kansas State University indicates that graduates of CFP Board-Registered Programs have positive perceptions of the CFP® certification and are interested in becoming certified. ... More

August 2014

Let's Make A Plan NewsletterA couple walked into my office, and announced their plan to give up working to stay at home with the kids. I thought carefully before responding. My job as a CFP® professional is not to impose my opinions or choices on them, but to help them evaluate their goals. ... More

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Professional Standards & Enforcement
CFP Board's enforcement of the ethical standards for CFP® professionals is an important consumer protection.
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Look to CFP Board for experts on the important personal finance topics of the day and information about the financial planning profession.
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CFP Board’s leadership and representatives are available for speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.
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Research, Facts & Figures
Learn more about CFP® professionals in the U.S. and Americans’ views on personal finance.
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CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.