The Standard of Excellence
CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
Now is the perfect time to connect with Millennial and Gen Z clients to help optimize financial well-being and create decades-long relationships. Learn information and advice on building relationships with these young generations.
CFP Board's new book, The Psychology of Financial Planning, is a six-part book for financial planning professionals on the Psychology of Financial Planning, a new Principal Knowledge Domain introduced by CFP Board’s 2021 Practice Analysis Study. The book is designed to help financial planners at all career stages and is available in e-book format.
The Center's 2021 Annual Report provides a detailed account of the progress, initiatives and partnerships undertaken during the past year. Many exciting milestones were achieved, as the Center continues its meaningful progress in building a more diverse and sustainable financial planning workforce.
WHY CFP® CERTIFICATION
Earning your CFP® certification helps you enjoy a rewarding career and improve people's financial security. Hear about the opportunities and benefits of getting certified.
LEARN & GROW
Anyone can call themselves a financial advisor. Only those who have met the standard of excellence in financial planning can call themselves a CFP® professional.
ADVANCING THE PROFESSION TO BENEFIT THE PUBLIC
The CFP Board Center for Financial Planning was founded to create a more diverse and sustainable financial planning profession, so that every American has access to competent and ethical financial planning advice.
in scholarships awarded to cultivate the next generation of financial planners
leading academics, researchers, & practitioners convened at Academic Colloquia events
thought leaders convened for the 4th Diversity Summit
Plan with Confidence
Partner with an experienced, knowledgeable CFP® professional who’s committed to CFP Board, as part of their certification, to putting your best interests first — so you can be confident you’re on the path to a secure future. Our public campaign website can help you find who you need.