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 2019 Summit drew hundreds of thought leaders to discuss racial diversity in the financial planning profession. Why Diversity Matters, a new report on diversity in the workforce was released.
Learn more about the new Code of Ethics and Standards of Conduct, which took effect on October 1, 2019. Enforcement of the new Code and Standards starts on June 30, 2020.
High Career Satisfaction
Bi-annual survey of CFP® professionals shows high career satisfaction, and nearly 9 out of 10 recommend CFP® certification to colleagues.
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.