Public Policy

Public Policy

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Public Policy

CFP Board actively participates in public policy forums and testifies on legislative issues that affect the personal financial planning profession and consumer access to competent and ethical financial planning services.


FPC_logo Financial Planning Coalition

CFP Board, the Financial Planning Association and the National Association of Personal Financial Advisers work together to pursue consumer protection and industry reform.

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Consumer Outreach

CFP Board engages in consumer outreach initiatives and collaborates with government agencies, public interest organizations and the media on projects that educate consumers about the benefits of financial planning and pro bono programs designed to provide consumers with free financial planning guidance.

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Financial Planning Coalition

CFP Board, the Financial Planning Association®, and the National Association of Personal Financial Advisors are working together as the Financial Planning Coalition to pursue consumer protection and industry reform.

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