On September 13, 2010, CFP Board sent a comment letter to the Department of the Treasury in support of Treasury’s efforts to develop financial education core competencies. Treasury’s proposal defines five core concept areas — earning, spending, saving, borrowing, and protecting — and identifies a baseline knowledge and set of behaviors associated with each. In its letter, CFP Board stated its agreement that more needs to be done to create a baseline of knowledge on personal finance topics for consumers and financial education providers, and that the development of core competencies represents a fundamental step in achieving this goal and will serve as a foundation for financial education in the U.S.
Read CFP Board’s letter (PDF, 112KB)
← Back to Regulatory Comments
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.
© 2012 Certified Financial Planner Board of Standards, Inc. All Rights Reserved.
1425 K Street NW #800, Washington, DC 20005
phone: 800-487-1497 (Toll-Free) / 202-379-2200 | fax: 202-379-2299 | email@example.com
We welcome your feedback and invite you to complete a brief 5-question survey to help us improve your experience on CFP.net.
It's easy to participate and will take less than 2 minutes:
Click the "Yes" button below to continue your visit on CFP.net as intended. When finished, simply retrieve and complete the questionnaire that will appear in a new browser window.
Find a CFP® Professional
Create an Account | Log In
Apply for the CFP® Exam
Center for Financial Planning
Find CE Programs
Brochures & Publications