Certified Financial Planner Board of Standards

The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to help people benefit from competent, professional and ethical financial planning.

To further this mission, CFP Board works to:

Create and enforce uniform standards of competence, practice and ethics of financial planners through rigorous, validated and professionally administered education, examination, experience and ethics requirements.

Create awareness of the importance of financial planning and the value of the financial planning process.

Help underserved populations have access to competent and ethical financial planning.