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.
CFP Board supports those who are standing on the forefront of the fight for equity and justice for African American/Black people and the black community.
CFP Board begins enforcement of 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.
The report provides an overview of initiatives and partnerships undertaken in the past year, and acknowledges contributors and volunteers who have supported the Center.
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.