Annual Reports - CFP Board

About CFP Board

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Annual Reports

CFPBoard 2017 Year in Review CoverSince its inception in 1985, CFP Board has worked to secure CFP® certification’s standing as the most respected professional designation for financial planning and established the CFP® mark as an essential factor for consumers seeking financial planning services.  During 2017, CFP Board achieved important milestones under a strategic plan centered on four strategic priorities – Awareness, Access, Accountability and Authority.

Read the 2017 Year in Review

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.