About CFP Board
Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization that serves the public by fostering professional standards in personal financial planning. We set and enforce the requirements for CERTIFIED FINANCIAL PLANNER™ certification — to uphold standards of competency and ethics for financial planners who are committed to CFP Board to putting their clients' best interests first.
Mission and Priorities
The mission of 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.
A History of Setting the Professional Standard
CFP Board was founded in 1985 as a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification.
There are more than 90,000 CFP® professionals in 2021, representing about 1 in 5 financial advisors in the U.S.
Who We Are
CFP Board's leadership and staff are dedicated to advancing CFP Board’s work to provide the public with access to competent and ethical personal financial planning.
Board of Directors
The Board of Directors is the policy-making and oversight body of CFP Board.
Leadership & Staff
Our leadership and staff work to uphold CFP® certification as the standard of excellence.
Councils & Commissions
See our councils, commissions and other important advisory and working groups.
Governance
CFP Board’s Board of Directors is accountable for CFP Board’s success and responsible for its governance. The Board is composed of individuals with varied backgrounds, a majority of whom hold CFP® certification. The Board, in furthering CFP Board’s mission, acts on behalf of the public, CFP® professionals and other stakeholders.
Work at CFP Board
CFP Board employees are dedicated to promoting our mission to benefit the public by granting and upholding CFP® certification.