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Driving Public Policy
CFP Board engages in public policy advocacy and legislative affairs on the state and federal level to advance the financial planning profession for the public’s benefit.
Our Priorities
CFP Board focuses on policy areas where we can make the greatest difference in helping consumers plan for a more secure tomorrow. When needed, we draw on the strength and collaboration of coalition partners. Areas of focus include:
- Fiduciary Standard of Conduct
- Retirement Security Issues
- Recognition of the Financial Planning Profession
- Private Certification
Who We Work With
When needed, we draw on the strength and collaboration of coalition partners and other key stakeholders.
Community Impact Coalition
A unified initiative dedicated to educating Congress about the societal and economic benefits of associations, charities, and other tax-exempt organizations.
Professional Certification Coalition
The coalition engages in state and federal advocacy, analysis, and thought leadership on legislation affecting non-governmental certification organizations and those who hold or rely on those credentials.
Public Policy Council
CFP Board's Public Policy Council advises on issues and positions related to public policy.