WHAT WE DO:
Certified Financial Planner Board of Standards (CFP Board) is non-profit certification and standard-setting organization whose mission is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.
The organization currently oversees more than 64,000 CFP® professionals in the U.S. who advise individuals and families on a broad range of personal finance topics, including retirement, budgeting, taxes, investments, estate planning and insurance, among many others.
CFP® certification is renowned for its rigor—it is granted to financial planners who hold a Bachelor’s degree, complete a financial planning curriculum, pass a comprehensive 10-hour examination, attain at least three years of professional experience in financial planning, and agree to provide financial planning services as a fiduciary—acting in the best interests of their clients. CFP Board’s disciplinary enforcement of its ethical standards further distinguishes CFP® certification from other industry designations.
For more information on CFP Board and CFP® certification, visit www.CFP.net.
WHAT WE OFFER:
CFP Board also engages in a variety of public outreach programs and partnerships to educate Americans about the benefits of sound financial planning:
Financial Planning Clinics
CFP Board’s free financial planning clinics have given thousands of consumers the opportunity to meet one-on-one with a CFP® professional and attend personal finance workshops. We have hosted clinics in cities across the country as stand-alone events, and as part of other events, including the AARP national convention and the Jump$tart Coalition® teacher’s conference.
CFP Board has also partnered with the Financial Planning Association, Foundation for Financial Planning and the U.S. Conference of Mayors to organize Financial Planning Days, a national initiative consisting of financial planning clinics around the country that deliver free financial advice to the public by uniting the resources of the financial planning community and local governments.
Consumer Advocate and Ambassadors:
Through regular media and speaking appearances, CFP Board’s Consumer Advocate, Eleanor Blayney, CFP®, provides consumers with insights on personal finance issues and makes complex ideas and strategies accessible and understandable. 25 regions nationwide are also represented by experienced CFP® professionals who serve as CFP Board Ambassadors and provide personal finance resources to their communities, policymakers and local media.
Consumer Website and Educational Publications: CFP Board has developed a consumer website and a variety of educational publications that provide consumers with information about financial planning and guidance for those who are seeking a financial planner:
LetsMakeAPlan.org website contains a wealth of information about financial planning and an advanced search function that enables consumers to find a CFP® professional who fits their needs.
Consumer Guide to Financial Planning educates consumers on the financial planning process and its benefits, the importance of setting financial goals and contains tips for choosing a planner.
Consumer Guide to Financial Self-Defense is designed to help consumers identify and avoid an unqualified financial advisor by providing tips and top ten “red flags” that may signal unethical practices.
Savings Fitness Guide was developed in partnership with the Department of Labor and educates consumers on how to manage money and plan for retirement. We are currently working with DOL to create a companion workbook that will contain worksheets and calculators consumers can use to start their own financial plan and save for retirement.
WHAT WE NEED:
In a word: partners. CFP Board is a proactive and energetic organization looking for those organizations that can work together to achieve the goal of having Americans reach their life goals though competent and ethical financial planning. Financial planning is for everyone; not just the wealthy. It’s also not solely focused on investments, but everything from cash flow to budgeting to debt management, and of course, retirement and education planning. This work benefits greatly from the contributions of other organizations, and there are many opportunities to become involved with CFP Board in meaningful and rewarding ways.
Project Manager, Public Policy & Communications
Jump$tart Coalition for Personal Financial Literacy