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CFP Board

About CFP Board

Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization that serves the public by fostering professional standards in personal financial planning. We set and enforce the requirements for CERTIFIED FINANCIAL PLANNER™ certification — to uphold standards of competency and ethics for financial planners who are committed to CFP Board to putting their clients' best interests first.

Mission and Priorities

The mission of CFP Board is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

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A History of Setting the Professional Standard

CFP Board was founded in 1985 as a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification.

There are more than 93,000 CFP® professionals in 2022, representing about 1 in 3 financial advisors in the U.S.

Our history

Work at CFP Board

CFP Board employees are dedicated to promoting our mission to benefit the public by granting and upholding CFP® certification.

See current openings