CFP

Certified Financial Planner

Certified Financial Planner Board of Standards, Inc. (CFP Board) was founded in 1985 as a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification.  CFP Board sets and enforces the requirements for CFP® certification, including:

  • Education
  • Examination
  • Experience
  • Ethics

Individuals who successfully complete CFP Board’s initial and ongoing certification requirements are authorized to use the CFP® certification marks in the United States.

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