Quick Links

• Learn About Financial Planning
• Become A CFP® Professional
• CFP® Certificants
• News Media
• Volunteers
• High School Programs
• Colleges & Universities
• Financial Services Firms
• Continuing Education Sponsors
• Nonprofit Organizations
• Human Resource Professionals
• Grants from CFP Board

SEARCH
For a CERTIFIED FINANCIAL
PLANNER™ Professional

REQUEST A FREE KIT
On Financial Planning

REPORT A COMPLAINT
Against a CERTIFIED FINANCIAL
PLANNER™ Professional

APPLY
For employment at CFP Board's Washington, D.C. Office

VOLUNTEER
Your talents to furthering CFP Board's mission

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 >

Announcements:

CFP BOARD RESPONDS IN DEFENSE OF THE CFP® MARK:
CEO Kevin Keller responds to a column posted on Financial Advisor magazine's Web site.
Read the full response >
Eleanor Blayney, CFP®, provides a certificant's perspective on the column.
Read the full response >

MARCH 2009 CFP® EXAM STATUS: (Updated May 5)
This week, cut scores will be applied to determine individual examinee results, and final quality control measures will be completed.
Please be sure to review your personal contact information as reflected in your CFP Board account and make any necessary updates. This information will be used to generate official score reports. Please check spelling and capitalization of your name.

PROPOSED TECHNICAL CORRECTIONS TO STANDARDS OF PROFESSIONAL CONDUCT:On March 30, 2009, CFP Board's Board of Directors issued a request for comments on proposed technical corrections to CFP Board’s Standards of Professional Conduct (Standards). Comments received during the 30-day comment period, which ended April 29, 2009, will be reviewed and considered by the Board of Directors. Read more >

FINANCIAL PLANNING COALITION UPDATE: On April 27, the Coalition released a Case Statement calling for a national financial planning oversight board that would set standards of ethics and competency for financial planners and would establish rules to promote the fiduciary standard of client care when providing financial planning services.
Read the Case Statement >

Ethical Standards and Resources:

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 >

Upcoming Events:

NEW: ADDITIONAL MEETINGS SCHEDULED FOR MAY 11-12
CFP® CERTIFICANT CONNECTIONS IN ATLANTA, BOSTON, NEW YORK, ORLANDO, PHILADELPHIA AND WASHINGTON, DC: Join CFP Board during a series of town hall-style meetings. The events will be held in an open format to allow participants to address the topics of most importance to them, and to provide CFP Board’s leadership the chance to connect with the CFP® certificant community. CFP® Certificant Connections are scheduled to take place in Atlanta, Boston, New York, Orlando, Philadelphia and Washington, DC in May, in California in July and in the Midwest in October. Learn more >

CFP Board News:

CFP BOARD CONSUMER WEBCAST SERIES ADDRESSES KEY FINANCIAL PLANNING TOPICS

Videos Offer Tips, Strategies in Coping with Today’s Difficult Economic Climate
WASHINGTON, DC, April 21, 2009—The current economic situation has countless Americans wondering where to turn for unbiased, ethical guidance and advice. To help consumers deal with the current turmoil, Certified Financial Planner Board of Standards, Inc. has developed a new a Consumer Webcast Series featuring CFP® professionals addressing key financial planning topics. Full Article >

CFP BOARD ENFORCES ITS STANDARDS AND ISSUES A PUBLIC SANCTION

WASHINGTON, DC, April 17, 2009 - Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has issued a public letter of admonition to Gregory K. Bowser, CFP® of Abingdon, MD, for violating CFP Board’s Code of Ethics and Professional Responsibility. Full Article >

CFP BOARD SEEKS QUALIFIED CANDIDATES FOR 2010 BOARD OF DIRECTORS

The Nominating Committee of Certified Financial Planner Board of Standards Inc. (CFP Board) seeks individuals to serve on CFP Board's Board of Directors beginning in January 2010. Those interested in being considered may obtain more information by reviewing the CFP Board Director Position Description and Candidate Specifications document and completing an aplication form. The deadline for submitting a completed application form is June 12, 2009. Full Article >

Recent CFP Board Events:

CFP BOARD EDUCATION UPDATE WEBINAR, APRIL 15, 2009: CFP Board's first Education Update Webinar provided updates to education providers on new and upcoming changes to CFP Board’s education policies. Read more and view the Webinar recording >

CFP BOARD BUSINESS UPDATE WEBINAR, MARCH 6, 2009: This Webinar updated CFP® certificants and other CFP Board stakeholders on CFP Board's activities and key issues related to CFP® certification, with a focus on CFP Board's work with the Financial Planning Coalition that is working to provide the financial planning profession with a unified voice that can effectively shape the discussion of future reforms to the regulation of the financial services industry. Read more and view the Webinar recording >