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THE STANDARD OF EXCELLENCE

CERTIFIED FINANCIAL PLANNER® certification is the standard for financial
planning. CFP® professionals meet rigorous education, training and ethical
standards, and are committed to serving their clients' best interests today to
prepare them for a more secure tomorrow.

Why Get Certified Get Started

CFP® certification means trust and competence. It was the most valuable thing I
did as a financial planner.

John Loper, CFP®

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CFP BOARD THANKS OUR SPONSORS

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Connections Conference. We value your partnership with CFP Board!



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VOLUNTEER
100K Pro Bono Challenge 2024

Be a part of CFP Board’s 100K celebration! We are challenging CFP® professionals
to volunteer more than 412,237 hours in 2024.

Everyone who participates will receive a digital certificate of participation.

Learn more about the challenge.

Success story
Meet CFP Board's 100,000th CFP® Professional

Watch the inspirational story of Simone Lee's path to CFP® certification as a
first-generation American, career changer and working mother.

Simone's story demonstrates the power of perseverance and reflects the evolving
financial planning profession.

CERTIFIED FINANCIAL PLANNER® CERTIFICATION


WHY CFP® CERTIFICATION

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people's financial security. Hear about the opportunities and benefits of
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ADVANCING THE PROFESSION TO BENEFIT THE PUBLIC

CFP Board Center for Financial Planning was founded to create a more diverse and
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competent and ethical financial planning advice.

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leading academics, researchers, & practitioners convened at Academic Colloquia
events


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thought leaders convened for the 6th annual Diversity Summit




PLAN WITH CONFIDENCE

Partner with an experienced, knowledgeable CFP® professional who’s committed to
CFP Board, as part of their certification, to putting your best interests first
— so you can be confident you’re on the path to a secure future. Our public
campaign website can help you find who you need.

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