CFP Board to Update Privacy Policy on May 8, 2025

CFP Board is making updates to its Privacy Policy, which take effect May 8, 2025.

Read the Full Text of Our Updated Privacy Policy

CFP Board respects your privacy and values transparency. To help you better understand our data practices, we encourage you to review the updated Privacy Policy, available on our website.  

CFP Board's Privacy Policy was revised with the intent to update and clarify language related to the types of information collected, the sources of such information, the reasons for collection and how such information is shared.

The updated Privacy Policy increases transparency by providing more details on CFP Board’s processing of Personal Information. These revisions improve the Privacy Policy, including by: 

• Identifying the different categories of individuals that CFP Board may collect Personal Information or Sensitive Personal Information from or about;
• Providing comprehensive categories of the types of Personal Information and Sensitive Personal Information CFP Board may collect, with examples of the types of information within each category;
• Identifying the different sources from which CFP Board may collect Personal Information, the purposes for such collection, and the categories of Personal Information collected from such sources;
• Detailing how Personal Information collected from a particular source may be used by CFP Board;
• Specifying the types of third parties to whom CFP Board may disclose Personal Information, the categories of Personal Information disclosed, and the reasons for doing so;
• Simplifying the explanation of the cookies, third parties, widgets and other technologies that CFP Board may use on its websites for features, services, advertising, or analytics; and
• Affirming that CFP Board may transfer, store, and process Personal Information to and in the United States.

Under the updated Privacy Policy, you can continue to control how CFP Board uses and discloses your information for marketing purposes. To manage how CFP Board may share certain kinds of your information, you may update your Information Privacy Preferences, accessible from the Contact Information page of your online CFP Board account.

The full text of the current Privacy Policy is available on our website at https://www.cfp.net/privacy-policy.

Questions concerning the updated Privacy Policy? Call 800-487-1497, or [email protected].