CFP Board
About CFP Board
CFP Board of Standards sets and enforces the requirements for CERTIFIED FINANCIAL PLANNER™ certification — to uphold standards of competency and ethics for financial planners who are committed to CFP Board of Standards to putting their clients' best interests first. CFP Board Center for Financial Planning advances competent and ethical financial planning and expands CFP® professional diversity for the benefit of the public.
Mission and Priorities
CFP Board consists of two affiliated organizations, both focused on achieving our Strategic Priorities and advancing the financial planning profession for the benefit of the public.
Our Impact
EVOLVE 23 tells the story of a year of powerful change at CFP Board that set the course toward a vibrant future for the financial planning profession.
A History of Setting the Professional Standard
CFP Board was founded in 1985 as a non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification. There are nearly 100,000 CFP® professionals in 2023, representing about 1 in 3 financial advisors in the U.S.
Who We Are
CFP Board's leadership and staff are dedicated to advancing CFP Board’s work to provide the public with access to competent and ethical personal financial planning.
Board of Directors
The Board of Directors is the policy-making and oversight body of CFP Board.
Leadership & Staff
Our leadership and staff work to uphold CFP® certification as the standard of excellence.
Councils & Commissions
See our councils, commissions and other important advisory and working groups.
Governance
CFP Board’s Board of Directors is accountable for CFP Board’s success and responsible for its governance. The Board is composed of individuals with varied backgrounds, a majority of whom hold CFP® certification. The Board, in furthering CFP Board’s mission, acts on behalf of the public, CFP® professionals and other stakeholders.
Work at CFP Board
CFP Board employees are dedicated to promoting our mission to benefit the public by granting and upholding CFP® certification.