Company Profile

CFP Board

Company Overview

Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization that serves the public by fostering professional standards in personal financial planning. We set and enforce the requirements for CERTIFIED FINANCIAL PLANNER™ certification — to uphold standards of competency and ethics for financial planners who are committed to CFP Board to putting their clients' best interests first.

Company History

CFP Board continues work to achieve its mission 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. Over the years, each of the certification requirements has been strengthened to ensure the CFP® certification's relevance for the public in need of competent and ethical personal advice.

CFP Board's work extends beyond administering the CFP® certification process. We work with many educational institutions that help individuals obtain the body of professional knowledge required to practice financial planning, and we work alongside membership organizations that provide support to professionals who provide financial planning services to the public.

Our Center for Financial Planning is bringing the profession together and securing its future by creating a sustainable supply of new and more diverse financial planners to replace the retiring workforce, and by building an academic home that offers opportunities for conducting and publishing new research, adding to the financial planning body of knowledge.

More than 92,000 professionals in the U.S. currently hold CFP® certification.

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  • 3 days ago

    Assistant General Counsel, Standards

    CFP Board of Standards, Inc. - Washington, DC, United States
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    Under limited supervision, the Assistant General Counsel of Standards leads the development of standards and guidance materials concerning CFP Board s Code of Ethics and Standards of Conduct; also provides ad hoc assistance with the adjudication of alleged violations of the Code and Standards and contributes to the development of comment letters in support of our public policy positions. Essential Functions Works with and leads CFP Board s Standards Resource Commission in developing guidance ...

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