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.

Sep 29 - Oct 1, 2024 CFP Board Connections Conference

The CFP Board Connections Conference is the first event of its kind. Enjoy keynotes from industry leaders like Michael Kitces, CFP®, Lead Financial Planning Nerd, Kitces.com and Jo Ann Jenkins, CEO, AARP.

Plus, earn up to 15 hours of CE credit and network with professionals from across the financial advice ecosystem.

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.

Tools for your Practice

Learn how to market yourself to connect with clients.

Find a Job Opportunity

Visit the CFP Board Career Center to connect with firms and CFP® professionals.

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

in scholarships awarded to cultivate the next generation of financial planners

leading academics, researchers, & practitioners convened at Academic Colloquia events

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.