Notice: Annual Certification Fee for Certification Periods November 1, 2017 and Later

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Notice: Annual Certification Fee for Certification Periods November 1, 2017 and Later

Aug 25, 2017

Effective for initial and renewal CFP® certification periods beginning November 1, 2017 and later, the annual certification fee is $355, reflecting an increase of $30. 

The first CFP® professionals to see the new annual certification fee on their invoices will be those whose certification expires in November 2017; those individuals will receive their first renewal notices with the new fee in late August 2017.

$145 of the annual certification fee is dedicated solely to the expenses of CFP Board's Public Awareness Campaign to increase awareness of CFP® professionals.  The remainder of the annual certification fee, in conjunction with other sources of revenue including exam fees, supports the operations of CFP Board in fulfilling its mission and strategic priorities, which are advancing the relevance of the CFP® marks and strengthening CFP® certification’s standing as the highest standard for competent and ethical personal financial planning.

Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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