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.
Interact with CFP Board’s leadership and get the latest news about CFP Board’s work to uphold the CFP® certification during this webinar on Tuesday, February 7, 2023, at 1 p.m. (Eastern).
CFP Board’s organizational evolution will advance the financial planning profession for the benefit of the public.
For your firm’s advisors to be effective at financial planning, they need to transport themselves and their clients into the past, present and future simultaneously. By using research-driven insights from the Psychology of Financial Planning, advisors can apply this paradigm to understand their clients better and help them make the best decisions to reach their financial goals.
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.