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Verify a CFP® Professional

VERIFY AN INDIVIDUAL'S CFP® CERTIFICATION AND BACKGROUND

Nearly 100,000 individuals in the United States currently meet CFP Board's initial and ongoing certification requirements for CFP® certification.

Use this verification search to identify individuals who currently hold CFP® certification. Search results will also identify individuals who are not currently certified but who held CFP® certification at one time.

If you search for an individual who has been disciplined publicly by CFP Board, information about the discipline will be indicated in the search results. You may find additional regulatory information through FINRA’S BrokerCheck and the SEC’s Investment Adviser Public Disclosure databases. 

If you are looking for a CFP® professional to work with, and not trying to verify a specific individual's certification, use our Find a CFP® Professional tool.