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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. Download a presentation designed for compliance professionals who support CFP® certificants.

CFP Board Events:

CFP Board News:

NEW: Pulse Survey: CFP® certificant views of the current economic situation >

CFP BOARD INVIGORATES COMMUNICATIONS WITH CFP® CERTIFICANTS

WASHINGTON, DC, October 1, 2008 – CFP Board's Board of Directors has launched a comprehensive outreach program for active two-way communications with CFP® certificants. Full Article >

2007 CERTIFICANT SURVEY REPORT NOW AVAILABLE

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

CFP BOARD STRENGTHENS ITS ETHICS ENFORCEMENT POLICY

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