For CFP® Professionals

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Toolkit for CFP® Professionals

As a CFP® professional, you are uniquely qualified to help individuals pull their finances together, solve financial problems, and make a plan to achieve their financial goals. You also have the opportunity to take advantage of resources to help raise awareness about CFP® certification and the benefits of working with a CFP® professional.



Upcoming Webinars

Career Center Webinar: Networking 101 - Why It’s So Important to Your Job Search
August 12, 2015, 12 p.m. (Eastern)

The CFP® certification marks are distinctive visual symbols that indicate you have met CFP Board’s certification requirements.

Increasing public awareness is central to CFP Board’s mission to benefit the public by granting the CFP® certification.


CFP® professionals can use materials from CFP Board to announce their achievement and qualifications as a CFP® professional.

CFP® professionals must report 30 hours of CE for each two-year period ending the last day of a certificant's renewal month.


Keep informed about CFP Board’s work to uphold the CFP® certification.



CFP Board has developed resources to help CFP® professionals uphold the Standards of Professional Conduct.

 


More For CFP® Professionals

Is Your Account Up-to-Date?
Have you moved or changed firms? Are you participating in the popular "Find a CFP® Professional" tool? 
Update your information

Get Involved
CFP Board’s work benefits greatly from generous contributions by CFP® professionals and other stakeholders.
Learn about opportunities to support CFP Board's mission

Order CFP® Marks Merchandise
Display the CFP® marks with pride! CFP® professionals can purchase a range of products featuring the CFP® marks.
View and purchase products featuring the CFP® marks

Reach New Clients

CFP Board’s “Find a CFP® Professional” online search tool can help you connect with Americans seeking professional financial planning services.

Update Your Profile Today

Continuing
Education

More than 1,000 CE Sponsors have registered with CFP Board to provide continuing education.

Find CE Opportunities

IMPORTANT UPDATES

March 2013 CFP® Exam Update: Quality Assurance

Apr 09, 2013

The scoring disposition of all items from the March 2013 administration of the CFP® Certification Examination has been determined.  This week, the statistical analysis involved with equating the exam and calculating the cut score will be completed.

Quality assurance steps are being taken to verify the accuracy of the exam data, and statistical analysis reports are being finalized for review. Subsequently, CFP Board will receive the exam results file from Prometric.

Examinees are encouraged to review their personal contact information as reflected in their online CFP Board accounts and make any necessary updates. Please check spelling and capitalization of names.


Register for the Next CFP® Exam: July 19-20, 2013

The next CFP® Certification Examination will be administered July 19-20, 2013 at sites across the country. Encourage your qualified colleagues to register today.

Register for the CFP® Exam