Revised Terms and Conditions of Certification - September 2016

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Revised Terms and Conditions of Certification - September 2016

Effective September 12, 2016

CFP Board’s Terms and Conditions of Certification and License (“Terms”) have been revised.  The revised Terms take effect on September 12, 2016.

The Terms set forth the contractual agreement between CFP Board and each individual CFP® professional. The revised Terms provide additional details concerning the requirements for certification and grant of license to use the CFP® certification marks. Beginning September 12, 2016, the revised Terms apply to all current and future CFP® professionals.  CFP Board encourages all CFP® professionals and candidates for CFP® certification to familiarize themselves with the revised Terms. 

The full text of the revised Terms, a redlined copy of the revised Terms, and an August 11, 2016 Notice to CFP® Professionals regarding the revised Terms are available below. 

Download the Revised Terms and Conditions (PDF, 159KB)

Review the Revised Terms and Conditions (web page)


Questions concerning the updated Terms and Conditions may be directed to Leo G. Rydzewski, General Counsel, at 800-487-1497 or

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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.