Recording of July 2014 Business Update Webinar Now Available

For CFP® Professionals


Toolkit for CFP® Professionals


The new Code and Standards takes effect Oct. 1, 2019, and includes a range of important changes, including expanding the scope of the fiduciary standard that requires CFP® professionals to act in the best interest of the client at all times when providing financial advice.  Learn More

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.

Public Awareness Campaign Toolkit
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Campaign Updates

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

Center For Financial Planning | Logo | Gold

The Center's focus includes workforce development, diversity, and the profession's body of knowledge.

Learn More

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 July 2014 Business Update Webinar Now Available

Jul 21, 2014

The July 2014 Business Update webinar was presented in an interactive format. Panelists Ray Ferrara, CFP®, 2014 Chair of CFP Board’s Board of Directors, Richard Rojeck, CFP®, 2014 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO, shared brief updates on CFP Board’s latest activities, including an update from the July 2014 meeting of CFP Board's Board of Directors, new research documenting the impact of CFP Board’s Public Awareness Campaign, updates on CFP Board’s initiatives to grow the number of CFP® professionals, including the WIN initiative to encourage more women to pursue careers in financial planning, and answers to audience questions. 

Topics addressed during this webinar include:

  • Updates from the July 2014 meeting of CFP Board's Board of Directors
  • New research on impact of Public Awareness Campaign CFP Board's work to grow the number of CFP® professionals
  • CFP Board’s Women’s Initiative (WIN)
  • Certification requirement updates
  • Transition to computer-based CFP® Exam
  • New Job Analysis Study
  • Answers to questions from the audience

Learn more and view the webinar recording