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CERTIFIED FINANCIAL PLANNER® certification is the standard for financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
The CFP® certification process is known as the 4E's: Education, Exam, Experience & Ethics. Together, they prepare you to become a competent, ethical financial advisor.
CERTIFIED FINANCIAL PLANNER™ professionals have attained the standard of excellence in financial planning by meeting education, experience and ethical standards, and as part of their certification, they have made a commitment to CFP Board to serve your best interests today to prepare you for a more secure tomorrow.
VERIFY AN INDIVIDUAL'S CFP® CERTIFICATION AND BACKGROUND. More than 100,000 individuals in the United States currently meet CFP Board's initial and ongoing certification requirements for CFP® certification. Use this verification search to identify individuals who currently hold CFP® certification.
The CERTIFIED FINANCIAL PLANNER credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice.
Certified Financial Planner™ (CFP ®) recognizes individuals with financial planning, taxes, insurance, and estate planning expertise. Owned and awarded by the Certified Financial...
CFP Certification – Global Excellence in Financial Planning. CFP certification is the only globally recognized mark of professionalism for financial planning. Find out what it takes to become a CERTIFIED FINANCIAL PLANNER professional. CFP CERTIFICATION REQUIREMENTS
A CFP® professional can help you on the path to achieving your financial goals. Search for a CFP® professional and take the next step to prepare yourself for a more secure tomorrow. The Find a CFP® Professional search tool is powered by Google Maps to identify advisors near your specified location.
The CFP® certification examination is a key requirement for achieving CFP® certification. By passing the exam, you demonstrate that you've attained the knowledge and competency necessary to provide comprehensive personal financial planning advice to your clients.
A certified financial planner, or CFP, is a specialized type of financial planner who has met the certification requirements of the CFP Board, and they’re bound by a fiduciary duty.