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.
Events
Save the Dates
Plan to join us for the 6th annual Diversity Summit on November 9, 2023, in Arlington, VA, and the 7th annual Academic Research Colloquium for Financial Planning and Related Disciplines on December 7-8, 2023, in Washington, DC.
News
The Next Step in CFP Board’s Evolution
CFP Board’s organizational evolution will advance the financial planning profession for the benefit of the public.
The Firms Forum
The Critical Skill Sets of a Financial Planner
By using CFP Board’s Financial Planning Competency Framework, CFP® professionals demonstrate that they both understand and can use this framework to help clients meet their financial goals.
CERTIFIED FINANCIAL PLANNER™ CERTIFICATION
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.
Serving the mission
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.
Scholarships
$1M+
in scholarships awarded to cultivate the next generation of financial planners
Knowledge
600+
leading academics, researchers, & practitioners convened at Academic Colloquia events
Diversity
850+
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.