The Standard of Excellence
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
The CFP Board Center for Financial Planning held the third annual Diversity Summit and Career Fair on November 18-20. The virtual summit focused on sustainable diversity and inclusion initiatives, and featured the release of a new thought leadership report.
CFP Board is enforcing the Code of Ethics and Standards of Conduct, effective on June 30, 2020. All CFP® professionals are required to abide by the Code and Standards.
Research indicates a massive wealth transfer to women over the next decade — the financial planning profession should be ready.
WHY CFP® CERTIFICATION
Earning your CFP® certification helps you enjoy a rewarding career and improve people's financial security. Hear about the opportunities and benefits of getting certified.
LEARN & GROW
Anyone can call themselves a financial advisor. Only those who have met the standard of excellence in financial planning can call themselves a CFP® professional.
ADVANCING THE PROFESSION TO BENEFIT THE PUBLIC
The CFP Board Center for Financial Planning was founded to create a more diverse and sustainable financial planning profession, so that every American has access to competent and ethical financial planning advice.
in scholarships awarded to cultivate the next generation of financial planners
leading academics showcased latest research at the 2019 Colloquium
thought leaders convened for the 2nd Diversity Summit
Plan with Confidence
Partner with an experienced, knowledgeable CFP® professional who’s committed to CFP Board, as part of their certification, to putting your best interests first — so you can be confident you’re on the path to a secure future. Our public campaign website can help you find who you need.