CFP Board’s Advocacy Center allows you to keep up-to-date on CFP Board’s involvement in legislative and regulatory issues affecting the financial planning profession. Click on the links below to get more information on the issues.
CFP Board engages in consumer outreach initiatives and collaborates with government agencies, public interest organizations and the media on projects that educate consumers about the benefits of financial planning and pro bono programs designed to provide consumers with free financial planning guidance. More
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Testimony & Comments
CFP Board actively participates in public policy forums and testifies on legislative issues that affect the personal financial planning profession and consumer access to competent and ethical financial planning services.
Financial Planning Coalition
CFP Board, the Financial Planning Association and the National Association of Personal Financial Advisers work together to pursue consumer protection and industry reform.