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October 6-8 | Chicago, IL
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Our Initiatives
Driving Public Policy
CFP Board engages in public policy advocacy and legislative affairs on the state and federal level to advance the financial planning profession for the public’s benefit.
Our Priorities
CFP Board focuses its advocacy on clearly defined policy priorities that benefit the public and advance the financial planning profession. These priorities reflect CFP Board’s mission, vision and strategic priorities, and serve as a call to action for state and federal lawmakers, CFP® professionals, and the public.
- Adopt a fiduciary standard for all financial advice.
- Enact policies that will increase access to financial advice and financial planning.
- Expand retirement security for all Americans.
- Increase protections and education for consumers.
- Adopt policies that recognize the value of financial planning and advance the profession.
- Support and protect the nonprofit sector and private certification.
Who We Work With
When needed, we draw on the strength and collaboration of coalition partners and other key stakeholders.
Community Impact Coalition
A unified initiative dedicated to educating Congress about the societal and economic benefits of associations, charities, and other tax-exempt organizations.
Professional Certification Coalition
The coalition engages in state and federal advocacy, analysis, and thought leadership on legislation affecting non-governmental certification organizations and those who hold or rely on those credentials.
Public Policy Council
CFP Board's Public Policy Council advises on issues and positions related to public policy.