The Standard of Excellence
CERTIFIED FINANCIAL PLANNER® certification is the standard for 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.
Mark your calendar for the second annual CFP Board Connections Conference from October 6 to 8 in Chicago, IL!
Learn more
In 2024, CFP® professionals volunteered more than 412,237 hours.
Learn more about CFP Board’s Pro Bono Initiatives.
Watch the inspirational story of Simone Lee's path to CFP® certification as a first-generation American, career changer and working mother.
Simone's story demonstrates the power of perseverance and reflects the evolving 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
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 6th annual 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.