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Certified Financial Planner Board of Standards

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 70,000 individuals to use them.

CFP® certification is granted to individuals who hold a bachelor's degree, complete initial and ongoing financial planning education, pass a comprehensive examination, demonstrate that they have requisite 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.

For more information on CFP® certification and CFP Board, visit www.CFP.net or www.LetsMakeaPlan.org, or call 800-487-1497.

Eddy Demirovic
Project Manager, Public Policy and Communications
Certified Financial Planner Board of Standards
1425 K Street, NW #800
Washington, DC 20005
202-379-2253
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