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March 26, 2014

CFP Board recently announced a suite of initiatives that will bolster the academic underpinnings of financial planning as a profession; provide new opportunities for research and teaching; and enhance the quality of financial advice to the public. ... More

March 2014

Let's Make A Plan NewsletterIn the absence of widespread knowledge about financial planning and its practitioners, it’s inevitable that certain misconceptions have gained popular currency. ... 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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Press Contacts
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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Speakers Bureau
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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Speaker's Bureau
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.

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.