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Find a CFP® Professional
 * Why CFP® Certification
    * The Standard of Excellence
    * Why Get Certified
      * For Financial Professionals
      * For Career Changers
      * For Students
    * Career Guide

 * Get Certified
    * Certification Process
      * Education
      * Exam
      * Experience
      * Ethics
    * Track your Progress
    * Tools & Resources

 * Ethics
    * Our Commitment
    * Code & Standards
    * Compliance Resources
    * Enforcement
    * File a Complaint
    * Reporting

 * Career & Growth
    * Continuing Education
    * Market Yourself
    * Get Involved
    * Stay Connected
    * Career Center

 * Knowledge
    * Industry Insights
    * Reports & Statistics
    * Financial Planning Review
    * Psychology of Financial Planning

 * Initiatives
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    * Diversity & Inclusion
    * Knowledge for Practice
    * Increasing Awareness
    * Driving Public Policy
   
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 * For Education Partners
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THE STANDARD OF EXCELLENCE

CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in
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

Being a CFP® professional can help you grow as an advisor, build lifetime
relationships, and impact countless lives.

David Diesslin, CFP®

Events
Save the Dates

Plan to join us for the 6th annual Diversity Summit on November 9, 2023, in
Arlington, VA, and the 7th annual Academic Research Colloquium for Financial
Planning and Related Disciplines on December 7-8, 2023, in Washington, DC.

News
The Next Step in CFP Board’s Evolution

CFP Board’s organizational evolution will advance the financial planning
profession for the benefit of the public.


The Firms Forum
The Critical Skill Sets of a Financial Planner

By using CFP Board’s Financial Planning Competency Framework, CFP® professionals
demonstrate that they both understand and can use this framework to help clients
meet their financial goals.

CERTIFIED FINANCIAL PLANNER™ CERTIFICATION


WHY CFP® CERTIFICATION

Earning your CFP® certification helps you enjoy a rewarding career and improve
people's financial security. Hear about the opportunities and benefits of
getting certified. 

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LEARN & GROW

Anyone can call themselves a financial advisor. Only those who have met the
standard of excellence in financial planning can call themselves a CFP®
professional.

Tools for your Practice

Learn how to market yourself to connect with clients.


Find a Job Opportunity

Visit the CFP Board Career Center to connect with firms and CFP® professionals.

Serving the mission


ADVANCING THE PROFESSION TO BENEFIT THE PUBLIC

The CFP Board Center for Financial Planning was founded to create a more diverse
and sustainable financial planning profession, so that every American has access
to competent and ethical financial planning advice.

See Our Initiatives
Scholarships
$1M+

in scholarships awarded to cultivate the next generation of financial planners


Knowledge
600+

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


Diversity
850+

thought leaders convened for the 4th 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.

Find a CFP® professional
FOLLOW CFP BOARD
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