View Now: September 2019 CFP® Certificant Connection Webinar Recording

For CFP® Professionals

MAXXCAT_START

Toolkit for CFP® Professionals

NEW CODE OF ETHICS AND STANDARDS OF CONDUCT NOW EFFECTIVE

The new Code and Standards became effective 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
Past Campaigns


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 Ethical Standards for CFP® Professionals.

Roadmap tb

 


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

cfp-store-products-toolkitOrder CFP® Marks Merchandise
Display the CFP® marks with pride! CFP® professionals can purchase a range of products featuring the CFP® marks.
CFP Board Online Store

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

Continuing
Education

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

Find CE Opportunities

IMPORTANT UPDATES

View Now: September 2019 CFP® Certificant Connection Webinar Recording

Sep 19, 2019

During this webinar recorded September 17, 2019, panelists Susan John, CFP®, 2019 Chair of CFP Board’s Board of Directors, Jack Brod, CFP®, 2019 Chair-Elect, and Kevin Keller, CFP Board's CEO, shared the latest news and updates on CFP Board’s initiatives and priorities.

Topics addressed include:

View Recorded Webinars