Team Up with CFP Board

CFP Board has developed collaborative relationships with individuals and organizations who support the CFP® certification and our objective of increasing access for all to competent and ethical financial planning.

Registered Programs
Personal financial planning continues to attract a growing number of college students and career changers. CFP Board-Registered Programs are financial planning education programs at the college or university level that meet specific criteria for educating individuals who wish to fulfill the education component for obtaining CFP® certification. Learn more >

Continuing Education Sponsors
Continuing education sponsors are organizations that have submitted their programs to CFP Board for review to verify that the programs meet CFP Board’s continuing education standards. Only those CE sponsors who have registered programs with CFP Board may advertise that the programs have been submitted to CFP Board for CE credit. Learn more >

Financial Services Firms
Interest in financial planning has increased in all segments of the financial services industry - brokerage, insurance, banking and accounting. A growing number of these firms are supporting and encouraging their employees and associates to obtain CFP® certification. CFP Board can help firms support internal efforts to increase the number of CFP® professionals and to make sure that firms have an accurate understanding of the requirements for CFP® certification. Learn more >

High School Programs
CFP Board has assembled a variety of resources for high school teachers to use when introducing students to financial planning concepts and career opportunities in the financial planning field. The easy-to-use materials can serve as stand-alone lessons or supplement existing curricula. CFP Board also can connect teachers with volunteer CFP® professionals who will visit the classroom to speak to students or assist with teaching a class. Learn more >

Nonprofit Organizations
CFP Board collaborates with professional associations, consumer groups and government agencies to educate the public about the importance of personal financial planning and choosing a competent, ethical financial planner. Learn more >

Human Resources Professionals
CFP Board has developed materials and resources for HR professionals to help inform employees about planning for their financial future. Regardless of the financial benefits your company offers, you can help your employees reach their goals by providing them with the facts about financial planning. Learn more >

CFP Board's Past Grant Awards
From 2006 to 2010, CFP Board's Financial Planning Grants program provided grant funding totaling $1,552,457 to 36 projects. This grants program was designed to further CFP Board's mission to uphold the CFP® certification as the recognized standard of excellence in personal financial planning by providing financial support to innovative and sustainable programs that help people better understand the benefits of financial planning and that increase access to competent and ethical financial planning. Learn more >

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