Who We Work With
CFP Board teams up with like-minded organizations to help us reach our public policy goals. These partnerships inform our thinking on the important issues affecting the financial planning profession and consumers seeking ethical and competent financial advice.
Our Partnerships
Financial Planning Coalition
The Financial Planning Coalition advocates for policy measures that ensure financial advice is delivered in the best interests of the public, and educates policymakers about the financial planning profession.
Retirement Issues Working Group
The Retirement Issues Working Group examines retirement issues in America, based on the experience and expertise of 11 distinguished CFP® professionals serving a diverse group of clients.
Professional Certification Coalition
The Professional Certification Coalition focuses on occupational licensing reform bills and their unintended consequences on private professional credentialing entities.
CFP Board's Public Policy Council
The Public Policy Council advises CFP Board on public policy issues. Council members regularly identify significant public policy issues, prioritize them, and develop policy position statements for consideration by CFP Board.