For CFP® Professionals


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.

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


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

Find CE Opportunities


Recording of Compensation Disclosure Webinar Now Available

Aug 16, 2013
recording of CFP Board's August 7, 2013, webinar, "How to Avoid Misleading Compensation Disclosures" is now available.

This webinar to provides an important reminder to CFP® professionals of the scope of the term compensation and their obligation to make accurate and understandable disclosures of compensation methods to clients throughout a client-planner relationship.  Hosted by Rex Staples, Esq., CFP Board’s Director of Investigations, panelists Phil Fazio, CFP®, a member of CFP Board's Ad Hoc Disciplinary and Ethics Commission, Michael P. Shaw, Esq., CFP Board’s Managing Director of Professional Standards and Legal, and Adam R. Zajac, Esq., Adjudicatory Counsel at CFP Board, the webinar also discusses the “Notice to CFP® Professionals: Importance of Accurate Compensation Disclosures” and changes to CFP Board’s “Find a CFP® Professional” search engine related to options for compensation disclosure.

View the recorded webinar

CFP Board strives to ensure that CFP® professionals understand and are able to comply with CFP Board's Standards of Professional Conduct. Find the “Notice to CFP® Professionals” and other resources related to the Standards on our Compliance Resources Page.