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 5th annual Diversity Summit will take place in person in Washington, D.C., on October 27, 2022, followed by a virtual Career Fair on October 28. With a theme of IMPACT – Advancing DEI in the Financial Planning Profession, the Summit showcases initiatives and ideas to build a more diverse, equitable and inclusive financial planning profession. Register now to attend.
CFP Board's new book, The Psychology of Financial Planning, is a six-part book for financial planning professionals on the Psychology of Financial Planning, a new Principal Knowledge Domain introduced by CFP Board’s 2021 Practice Analysis Study. The book is designed to help financial planners at all career stages and is available in e-book and print format.
Wirehouses and national/regional broker-dealers employ a significant number of CFP® professionals across the U.S., and continue to be major influencers in how financial planners are trained and how the American public receives financial advice. Learn more about their role in contributing to the financial planning profession.
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, researchers, & practitioners convened at Academic Colloquia events
thought leaders convened for the 4th 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.