Driving Public Policy
CFP Board engages in public policy advocacy to support our mission of benefiting the public and ensuring that consumers have access to competent and ethical financial planning services. We work in the public interest to advance the financial planning profession.
CFP Board focuses on policy areas where we can make the greatest difference in helping consumers plan for a more secure tomorrow. When needed, we draw on the strength and collaboration of coalition partners. Areas of focus include:
- Fiduciary Standard of Conduct
- Retirement Security Issues
- Investor Disclosure and Testing
- Recognition of the Financial Planning Profession
- Private Certification
Who We Work With
CFP Board teams up with like-minded organizations to reach our public policy goals.
Financial Planning Coalition
Advocates for policy measures that ensure financial advice is delivered in the best interests of the public.
Professional Certification Coalition
Addresses the unintended consequences of occupational licensing reform bills on private professional credentialing entities.
Retirement Issues Working Group
Examines retirement issues in America, drawing on the knowledge and experience of CFP® professionals.