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CFP Board Mission:

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. Learn more about CFP Board >

Focus on Ethics:

On May 31, 2007, CFP Board announced the adoption of an updated Standards of Professional Conduct, which sets forth the ethical standards for CFP® professionals. The updated Standards, which have an effective date of July 1, 2008 and an enforcement date of January 1, 2009, were designed to maintain CFP Board's high ethical standards, strengthen them in several important ways, and present the standards in a manner that will be easily understood by CFP® professionals and the public they serve. Learn more >

Read updated Frequently Asked Questions about CFP Board's Revised Standards of Professional Conduct and download sample disclosure and agreement forms CFP® certificants may use to comply with the revised Standards.

NEW: View a recorded Webinar on CFP Board's revised Standards for compliance professionals who support CFP® certificants or download the Webinar presentation and Q&A Transcript

CFP Board Events:

CFP Board News:

NEW: Read summaries of recent meetings of CFP Board's Board of Directors >

CFP BOARD ANNOUNCES TWO NEW HIRES

WASHINGTON, DC, September 4, 2008 – Certified Financial Planner Board of Standards, Inc. (CFP Board), the certifying and standards-setting organization that oversees more than 58,000 professionals holding CERTIFIED FINANCIAL PLANNER™ certification, has hired Steven E. Barkley as Director of Examinations and Patrick B. Cuddy as Director of Professional Alliances. Full Article >

2007 CERTIFICANT SURVEY REPORT NOW AVAILABLE

In October 2007, CFP Board commissioned a survey of CFP® professionals. Full Article >

MARILYN MOHRMAN-GILLIS JOINS CFP BOARD AS MANAGING DIRECTOR OF PUBLIC POLICY

WASHINGTON DC, July 16, 2008 – CFP Board, the certifying and standards-setting organization that oversees nearly 58,000 professionals holding CERTIFIED FINANCIAL PLANNER™ certification, today announced it has hired Marilyn Mohrman-Gillis as Managing Director, Public Policy, effective Aug. 18. A well-rounded policy executive with a long and distinguished public policy career in Washington, DC, Ms. Mohrman-Gillis will direct CFP Board's advocacy initiatives on behalf of the public. Full Article >

CFP BOARD STRENGTHENS ITS ETHICS ENFORCEMENT POLICY

Message from CFP Board Chair David G. Strege, CFP®, CFA®. Learn more >