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Why CFP® Certification

  • michelleaerobinson
  • Nov 28, 2024
  • 1 min read

The Standard of Excellence

For 50 years, CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to the CFP Board's ethical standards, which require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.


VALUED BY FINANCIAL FIRMS & CONSUMERS

Major financial institutions and firms trust CFP® professionals to serve their clients. More than 10,000 firms across the U.S. are employers of CFP® professionals. They know that CFP® certification inspires confidence and satisfaction with consumers. 84% of consumers who work with a CFP® professional say they are extremely or very satisfied — and 71% are more confident about their finances.


The Standard for Financial Planning

See why CFP® certification is recognized as the standard of excellence for the financial planning profession.


Our Commitment

The CFP Board is committed to upholding and enforcing ethical standards, which are critical to the public's confidence in CFP® professionals.


Uniquely Qualified

Before anyone can call themselves a CFP® professional, they must meet rigorous education, examination, experience, and ethical requirements (also known as the "Four E's").


Find a CFP® Professional

CFP® professionals are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience before earning their certification.


 
 
 

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