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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.

See our priorities

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.

Our history

Work at CFP Board

CFP Board employees are dedicated to promoting our mission to benefit the public by granting and upholding CFP® certification.

See current openings