The CFP® Board


The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.


CFP Board’s Board of Directors adopted the following four overarching outcomes in 2012 to identify key areas that span all of the “pillars” that support CFP Board’s mission and involve activities related to each of the organization’s core objectives.  These outcomes serve to focus the organization’s priorities and foster achievements in each of these high-impact areas during coming years.

Awareness: The public is increasingly aware of, seeks and uses CFP® professionals.

Growth: Financial Professionals recognize, seek and maintain CFP® certification.

Recognition & Regulation: Financial Planning is a recognized and regulated profession.

Authority: CFP Board is recognized as the authority in Financial Planning.


CFP Board has established five core objectives that support CFP Board's mission.

Establish and uphold rigorous competency standards for CFP® certification.

Professional Standards & Enforcement:
Protect the public’s interest through the establishment and enforcement of rigorous financial planning ethical and practice standards.

Public Advocacy:
Influence policy to benefit the public and increase access for all to competent and ethical financial planning.

Communications & Outreach:
Increase public and stakeholder awareness of and preference for CFP® certification as the standard for financial planning

Strengthen CFP Board’s capacity to achieve its mission.

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