Public Policy



Working with coalitions with organizations and individuals that support key policy issues affecting financial planners and their clients have helped CFP Board earn a reputation as an aggressive and effective advocate for thoughtful public policy positions in the public’s interest.

With the Financial Planning Coalition –– the Financial Planning Association and National Association of Personal Financial Advisors –– CFP Board has become recognized as being among the strongest advocates for the establishment of a uniform fiduciary standard of conduct for professionals who provide financial advice.

Read about CFP Board’s work with the Financial Planning Coalition
Read about CFP Board's work with the Fiduciary Coalition


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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