Verify an Individual's CFP(R) Certification and Background
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Verify an Individual’s CFP® Certification and Background

More than 84,000 individuals in the United States currently meet CFP Board’s initial and ongoing certification requirements for CFP® certification.

The verification function below will allow you to verify an individual’s certification status. The search results will identify individuals who currently hold CFP® certification as well as individuals who are not currently certified but who held CFP® certification at one time.

If you search for an individual who has been disciplined publicly by CFP Board, or who has a bankruptcy filing within the past 10 years, information about the discipline and/or bankruptcy will be indicated in the search results. You may find additional information about listed individuals through FINRA’S BrokerCheck and the SEC’s Investment Adviser Public Disclosure databases, which are free tools that may be used to conduct research on the background and experience of CFP® professionals and those who held CFP® certification at one time, including with respect to employment history, regulatory actions, and investment-related licensing information, arbitrations, and complaints.

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