Certified Financial Planner Board of Standards Inc.

Contact:
Marketing & Business Development
1425 K Street, NW, Suite 500
Washington, DC 20005

P: 800-487-1497
F: 202-379-2299
E: marketing@CFPBoard.org

Financial Services Firms

Employee Materials

Distinguish yourself as a financial planning professional

Financial service professionals are finding themselves in an increasingly competitive environment where consumers are confused about how to find an advisor. Consumers want a competent, ethical planner. At the same time, financial professionals want an established certification that sets them apart in the expanding financial planning profession. Many individual planners and financial planning, brokerage, insurance, accounting, and banking firms have determined that CFP® certification is the way to distinguish financial planning professionals from other types of advisers. Some of the benefits of CFPŽ certification include:

Your expertise and credibility as a financial planner is instantly communicated
Your career and professional development opportunities are enhanced
You can be a coach and problem solver for your clients
Your earnings reflect your professional status
You have tested yourself against the best, and have met the challenge

Steps to CFP® Certification

Complete the Educational Coursework Requirement
Pass the CFP® Certification Examination
Report completion of the Bachelor's Degree Requirement
Meet the Experience Requirement
Agree to adhere to CFP Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards
Pass Background Check
Pay Certification Fees
Receive Authorization to use the CFP® and CERTIFIED FINANCIAL PLANNER™ certification marks.

Marks Promotion
CFP Board works in conjunction with CFP® professionals to educate the public about the value of financial planning and the CFPŽ marks. CFP Board provides customizable tools such as advertisements, news releases, articles and presentations that can be used by CFPŽ professionals to promote their high standards to the public.

> Access Resources for CFPŽ Professionals

Publications/Resources
Review the list below and call CFP Board at 800-487-1497 to discuss the many publications and resources available through CFP Board.

CFP Board Surveys and Statistics

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