About CFP Board

About CFP Board


About CFP Board


The new Code and Standards became effective Oct. 1, 2019, and includes a range of important changes, including expanding the scope of the fiduciary standard that requires CFP® professionals to act in the best interest of the client at all times when providing financial advice.  Learn More

CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification. Learn more

Our Mission

Our mission 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. Learn more

CFP® Certification: The Standard of Excellence

The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board's Code of Ethics and Standards of Conduct requires CFP® professionals to act in their clients’ best interests. Learn more

More About CFP Board

Ethics & Enforcement
CFP Board's Code of Ethics and Standards of Conduct requires CFP® professionals to put clients’ needs first.
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Research, Facts & Figures
Learn more about CFP® professionals in the U.S. and Americans’ views on personal finance.
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Consumer Resources
Resources and initiatives from CFP Board help Americans benefit from financial planning.
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Board of Directors
The Board of Directors is the policy-making and oversight body of CFP Board.
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News & Events
View the latest news and events as it relates to CFP Board.
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Center For Financial Planning | Logo | Gold

The Center's focus includes workforce development, diversity, and the profession's body of knowledge.

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.