The CFP Board Center for Financial Planning is a leading authority in the realm of financial planning, overseeing the Certified Financial Planner (CFP) certification to uphold the highest standards in ethical and competent financial planning. The primary focus of the organisation is to set and enforce these rigorous standards, ensuring the protection of consumers and fostering trust in the financial planning industry.
One of the key goals of the CFP Board is to establish and maintain the credibility and professionalism of CFP professionals. This involves a commitment to ethical conduct, competency, and ongoing professional development. The organisation plays a vital role in shaping the financial planning landscape by ensuring that certified professionals adhere to the highest standards, ultimately benefiting individuals seeking reliable and qualified financial advice.
The structure of the CFP Board involves a governance framework that oversees the certification process, standards of conduct, and disciplinary procedures. The Board comprises individuals with diverse expertise in financial planning, contributing to a comprehensive and balanced approach in fulfilling its mission. This structure ensures that the organisation effectively regulates the conduct of CFP professionals, maintaining the integrity of the certification.
While the website does not explicitly mention a focus on sustainable finance, the CFP Board’s emphasis on ethical conduct and consumer protection aligns with broader principles of responsible and sustainable financial practices. The organisation indirectly contributes to sustainable finance by promoting transparency, accountability, and professionalism in financial planning, fostering a long-term positive impact on clients and the financial industry.
The CFP Board offers valuable resources for those navigating the financial planning landscape. The website provides information about the CFP certification process, standards of conduct, and disciplinary procedures. Additionally, it serves as a hub for research and insights related to financial planning, offering practical tools and resources to both CFP professionals and those seeking financial advice.
CFP Board consists of two affiliated nonprofit organizations, both focused on achieving our Strategic Priorities.
The mission of CFP Board of Standards, a 501(c)(6) nonprofit organization, is to credential competent and ethical financial planners, uphold CFP® certification as the recognized standard and advance the financial planning profession.
The mission of CFP Board Center for Financial Planning, a 501(c)(3) nonprofit organization, is to advance competent and ethical financial planning and expand CFP® professional diversity for the benefit of the public.
