CFP Board, formally the Certified Financial Planner Board of Standards, Inc., is the organization behind the CERTIFIED FINANCIAL PLANNER® certification, a professional standard for financial planning. It establishes education, examination, experience and ethics requirements for certification, and expects CFP® professionals to put clients’ best interests first. The organization helps aspiring planners navigate certification through education-program information, exam resources, scholarships, mentorship, candidate support and guidance on career paths.

For certified professionals, it offers continuing education, ethics resources, industry insights, networking and career-development support. CFP Board also serves registered education programs, continuing education providers, employers and media, and publishes news, research and reports on financial planning. Through the CFP Board Center for Financial Planning, it works to build a more diverse and sustainable profession and expand access to competent, ethical financial advice.

The organization provides public resources to help people find a CFP® professional and learn about planning with confidence. Based in Washington, D. C., CFP Board advances the profession through standards, education, research, public policy engagement and community initiatives