CFP Board is the professional body for Certified Financial Planner™ professionals in the United States. Founded in 1985 and organised as a mission-driven non-profit, it sets and enforces the standards for CFP® certification, with the stated aim of ensuring competent and ethical financial planning for all Americans. More than 100,000 CFP® professionals are certified across the country.
Its principal activity is the CFP® Certification programme, which combines education, examination and experience requirements and supports aspiring planners through the certification journey. Alongside it, CFP Board provides continuing education and professional development resources to existing certificants, so that competence is maintained and the integrity of the credential upheld. The organisation works with education providers, employers and regulatory partners, and is active across the financial planning, financial services, and education and professional certification sectors.
Internally, CFP Board describes a culture built on public service, professional excellence and ethical conduct. Work is cross-functional and collaborative, decisions are informed by data, and ongoing learning is expected of staff. The organisation also states a commitment to building a diverse and competent workforce in financial planning. Its operating footprint is the United States.
