What is the CFP® Certification?

CERTIFIED FINANCIAL PLANNER tm and CFP® certification marks are financial planning credentials awarded by the Certified Financial Planner Board of Standards Inc. to individuals who meet education, examination, experience, and ethics requirements. A CFP® professional has proven competence in all areas of the planning process, including: financial statement preparation and analysis, investment planning, income tax planning, education planning, risk management, retirement planning, and estate planning.

The CFP® certification requires that a candidate agree to adhere to the CFP® Board’s Code of Ethics and Professional Responsibility and to Financial Planning Standards. A CFP® professional must also acknowledge the CFP® Board’s right to enforce this code of ethics and practice standards.