Certified Financial Planner Board of Standards (CFP Board) is a non-profit standards-setting organization whose mission is to benefit the public by granting the CFP® certification and upholding it as a recognized standard of excellence for competent and ethical personal financial planning. CFP Board owns the CFP® certification trademarks in the U.S. and currently authorizes over 66,000 individuals to use these marks.
CFP® certification is granted to individuals who hold a bachelor's degree, complete initial and ongoing financial planning education, pass a comprehensive 10-hour examination, demonstrate that they have two to three years of professional experience in financial services, and agree to abide by CFP Board's Code of Ethics that requires CFP® professionals 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.
Project Manager, Public Policy and Communications
Certified Financial Planner Board of Standards
1425 K Street, NW #500
Washington, DC 20005
Jump$tart Coalition for Personal Financial Literacy