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.
Connections Conference
Join us for Connections Conference 2025
Mark your calendar for the second annual CFP Board Connections Conference from October 6 to 8 in Chicago, IL!
Learn more
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
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.
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.
Serving the mission
ADVANCING THE PROFESSION TO BENEFIT THE PUBLIC
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.
Scholarships
$1.6M+
in scholarships awarded to cultivate the next generation of financial planners
Knowledge
150+
leading academics, researchers, & practitioners convened at Academic Colloquia events
Diversity
320+
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.