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.
A new guide released by the CFP Board Center for Financial Planning provides students, career changers and financial services professionals with guidance on starting and sustaining a successful career in financial planning. It includes interviews with leaders, talent recruiters and financial planners from across the profession.
CFP Board is accepting comments on proposed revisions to the Sanction Guidelines and Procedural Rules. The deadline to submit comments is September 21, 2021.
Cybersecurity should be an issue of central focus for financial planners and their firms to protect clients, their data and their assets. Learn why this should be a priority and important points to consider.
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 3rd 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.