Public Policy

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Advocacy Center

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.


Consumer Outreach

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.
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View over the shoulder of a businessman addressing audience seated at conference tableFinancial 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.
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Financial Planning Coalition

CFP Board, the Financial Planning Association®, and the National Association of Personal Financial Advisors are working together as the Financial Planning Coalition to pursue consumer protection and industry reform.

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