About CFP Board

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Mission and Objectives

Certified Financial Planner Board of Standards, Inc.

Mission Statement

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

Core Objectives

CFP Board has established five core objectives that support CFP Board's mission.

Competency:
Establish and uphold rigorous competency standards for CFP® certification.

Professional Standards & Enforcement:
Protect the public’s interest through the establishment and enforcement of rigorous financial planning ethical and practice standards.

Public Advocacy:
Influence policy to benefit the public and increase access for all to competent and ethical financial planning.

Communications & Outreach:
Increase public and stakeholder awareness of and preference for CFP® certification as the standard for financial planning

Sustainability:
Strengthen CFP Board’s capacity to achieve its mission.

A Message from CFP Board's CEO

Welcome to CFP Board’s new website! I am pleased to introduce you to the first phase of a comprehensive redesign of our CFP.net and LetsMakeAPlan.org websites.

Read the Full Message

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2012 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings & investments than those who have not.
Putting Your Needs First
CFP Board requires CFP® professionals to put their clients’ interests ahead of their own at all times.