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The mission of Certified Financial Planner Board of Standards, Inc. (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.

Our Strategic Priorities

To give focus to CFP Board’s work to further its mission, CFP Board’s Board of Directors and executive leadership team have developed a strategic plan for the organization’s operations during the next several years. The collaborative development of the plan aligns CFP Board’s governance and policies with the operations of CFP Board.

The latest plan, adopted in November 2016, sets forth four strategic priorities, each tied to CFP Board’s mission to benefit the public:

  1. Growing Awareness of CFP® certification as the recognized standard for competent and ethical financial planners and of financial planning as an attractive career choice;
  2. Expanding Access to competent and ethical financial planning by increasing the number and diversity of CFP® professionals, and delivery of pro bono financial advice to underserved communities;
  3. Assuring Accountability by holding CFP® professionals to rigorous standards, recognition of financial planning as a profession, and effective oversight of financial planners and;
  4. Serving as the respected Authority for the profession by setting standards, certifying financial planners, and by advancing the Center for Financial Planning.