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.
Program
May 2023 CFP® Certificant Connection Meetings
Attend our CFP® Certificant Connection meetings in Atlanta, Raleigh, Charlotte and Nashville from May 24-26, 2023. In addition to a town hall meeting with CFP Board’s leadership, these events include a 1-hour Psychology of Financial Planning™ CE program.
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 Three Time Zones of Financial Planning
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.
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.