The CERTIFIED FINANCIAL PLANNER™ mark- also referred to as CFP®- ensures that the planner meets the education, examination, experience and ethics requirements set up by the Certified Financial Planner™ Board of Standards, Inc. (CFP Board). The CFP Board is a nonprofit, independent regulatory organization founded in 1985 and has since grown to educate government regulators and cover international practices. Its mission includes the continuing creation and enforcement of uniform standards in financial planning.
Rigorous standards in education, experience, and ethics are necessary as the financial world grows more diverse and complex. A financial planner who holds the CFP® certification adheres to these rigorous standards by upholding the Code of Ethics and Professional Responsibility as well as the Financial Planning Practice Standards as established by the CFP Board. More information about this certification, the CFP Board and its policies can be obtained at www.cfp.net .