Certified Financial Planner Board of Standards (CFP Board) is a 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.
We currently oversee nearly 67,000 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 course of study, pass a comprehensive 10-hour examination, complete requisite 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 rigorous enforcement of its professional standards further distinguishes CFP® certification from other industry designations.
information on CFP Board and CFP® certification, visit www.CFP.net.
CFP Board also engages in a variety of public outreach programs and partnerships to educate Americans about the benefits of personal financial planning:
In a word: partners. CFP Board is a proactive and
energetic organization looking for those organizations that can work with us to
encourage Americans to 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.
Our 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