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HOLIDAY CLOSURE:CFP Board's office will be closed on Monday, January 19, 2009 and Tuesday, January 20, 2009. The office will re-open on Wednesday, January 21, 2009.

NOVEMBER 2008 CFP® EXAM STATUS: (Updated 1/05)
The exam data will be received by CFP Board this week. This data will be used to generate individual score reports for all examinees.
If your personal contact information as reflected in your online CFP Board account is not up-to-date, please update and make any changes no later than January 5, 2009. This information will be used to generate official score reports.

CFP Board Mission:

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. Learn more about CFP Board >

Focus on Ethics:

On May 31, 2007, CFP Board announced the adoption of an updated Standards of Professional Conduct, which sets forth the ethical standards for CFP® professionals. The updated Standards, which have an effective date of July 1, 2008 and an enforcement date of January 1, 2009, were designed to maintain CFP Board's high ethical standards, strengthen them in several important ways, and present the standards in a manner that will be easily understood by CFP® professionals and the public they serve. Learn more >

Read updated Frequently Asked Questions about CFP Board's Revised Standards of Professional Conduct and download sample disclosure and agreement forms CFP® certificants may use to comply with the revised Standards. Download a presentation designed for compliance professionals who support CFP® certificants.

Recent CFP Board Events:

CFP Board News:

NEW: Request for Comment: Proposed Revisions to Article 2 of CFP Board's Disciplinary Rules and Procedures >

CFP BOARD SEEKS COMMENT ON PROPOSED REVISIONS TO ITS DISCIPLINARY RULES AND PROCEDURES

WASHINGTON, DC, January 2, 2009 – CFP Board is soliciting public comment on proposed revisions to its Disciplinary Rules and Procedures. The proposed revisions outline the duties of the Disciplinary and Ethics Commission, the body that administers disciplinary hearings, and the relationship of those duties to those of CFP Board’s Board of Directors, Chief Executive Officer, and legal counsel. Full Article >

FORBES.COM AND CFP BOARD HELP AFFLUENT CONSUMERS LOCATE CERTIFIED FINANCIAL PLANNER™ PROFESSIONALS

WASHINGTON, DC, December 16, 2008 – Certified Financial Planner Board of Standards, Inc. (CFP Board) and Forbes.com (www.forbes.com) announced today that consumers will now be able to search for CERTIFIED FINANCIAL PLANNER™ professionals on the Forbes.com web site. Full Article >

THREE LEADING ORGANIZATIONS BAND TOGETHER TO PURSUE CONSUMER PROTECTION AND INDUSTRY REFORM

WASHINGTON, DC, December 9, 2008 – The three major financial planning organizations in the United States – CFP Board, Financial Planning Association®, and National Association of Personal Financial Advisors – announced today that they are holding a series of exploratory meetings to discuss a unified response to widely expected reform of the financial services industry in the 111th Congress. Full Article >

CFP BOARD STRENGTHENS ITS ETHICS ENFORCEMENT POLICY

Message from CFP Board Chair David G. Strege, CFP®, CFA®. Learn more >