Governance
Policies & Bylaws
Use this page as a resource to find out more about CFP Board policies, bylaws, credentialing and code of ethics.
Governance
CFP Board Certification Policies
- Education Policies
- Exam Policies
- Experience Policies
- Ethics Policies
- Pathway to CFP® Certification Agreement ("Agreement")
- Certification Renewal & Reinstating Policies
- CFP Board Procedural Rules (Discipline and Complaints; Reconsideration of Adverse Decisions; Aggregate Certification Data)
- Recertification Terms and Conditions
- How to Use the CFP® Marks
CFP Board Education Policies (Registered Program)
CFP Board Continuing Education Sponsors
CFP Board Councils & Commissions
Ethics
Code of Ethics and Standards of Conduct
Fitness Standards for Candidates and Professionals Eligible for Reinstatement