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 professionals meet initial and ongoing education, experience and professional development requirements, pass a rigorous exam that assesses competency, and adhere to a code of ethics, pledging to provide financial planning in the interests of clients and with the highest ethical and professional standards.
Financial planners and financial advisers value CERTIFIED FINANCIAL PLANNER certification, with many saying they were able to increase both their compensation and client base within 12 months of becoming certified with the CFP marks.Learn More
Financial services firms value CERTIFIED FINANCIAL PLANNER professionals for their contributions to productivity and profitability, as well as for lowering firms’ compliance risks and increasing client satisfaction.Learn More
CERTIFIED FINANCIAL PLANNER professionals rate compliance with relevant laws and regulations, adherence to an ethical code and acting in the best interest of clients as most important when providing financial planning advice to clients.Learn More
CERTIFIED FINANCIAL PLANNER
CERTIFIED FINANCIAL PLANNER certification is the only globally recognized symbol of excellence for financial planning. Financial Planning Standards Board Ltd. (FPSB) and its network of affiliate organizations administer, or are preparing to administer, the CFP certification program globally in 27 countries and territories. At the end of 2022, there were over 213,000 CFP professionals worldwide.
FPSB’s Pathway Programs
As FPSB introduces the high-level CFP certification program to a territory, some market participants and FPSB affiliate organizations welcome the creation of one or more pathway educational and credentialing programs to create a career path to CFP certification and encourage financial services practitioners on the journey to financial planning professionalism.
Given the nature of the global economy, financial planners often work beyond the borders of their own territories when providing services. They may collaborate with CFP professionals outside of their home jurisdictions, expand their practices to serve clients from anywhere, as well as move from one territory to another or work in multiple territories.
FPSB owns the CFP, CERTIFIED FINANCIAL PLANNER and certification and service marks (the CFP Marks) outside the United States, and permits qualified individuals to use the marks to indicate that they meet FPSB’s initial and ongoing certification standards and requirements. CFP professionals may use the CFP marks in the territory or region in which they are certified.