cfp.netCrawled Oct 25, 2026
CFP Board provides resources to help professionals achieve CFP certification and succeed in their careers.
CFP Board collaborates with financial firms to increase the number of Certified Financial Planner professionals.
Resources for CFP professionals, including CE programs, client materials, opportunities to get involved and stay connected with CFP Board, and the Career Center.
CFP Board collaborates with financial planning educators across the country on programs designed to create competent, ethical financial planners.
The page presents salary data for certified financial advisors with CFP credentials, showing how certification and experience affect earnings.
Fresh perspectives, data, news and analysis from the financial planning profession provided by CFP Board.
A pioneering book and practitioner resource guide has been designed to help financial planners at all career stages gain a better understanding of people’s financial decision-making and to strengthen their client relationships.
Press releases, announcements and other updates about CFP Board and the value of CERTIFIED FINANCIAL PLANNER professionals.
CFP Board issued for public comment a proposed amendment to its Procedural Rules that would create a new Appeals Commission to adjudicate appeal hearings.
CFP Board requested comments on proposed revisions to its Sanction Guidelines and Procedural Rules.
A compilation of updates outlining CFP Board's investments over the past several years to strengthen enforcement of the Code of Ethics and Standards of Conduct.
The CFP Board Career Center lists job and internship openings, career development tools, and employer connections for financial planners.
CFP professionals work in rewarding careers helping clients plan for financial security.
Supports qualified students from underrepresented communities who are seeking to complete a certificate- or undergraduate-level CFP Board Registered program that would qualify them to sit for the CFP exam.
Supports students enrolled in a certificate-level CFP Board Registered Program with at least 2 years of experience in financial services and who have faced adversity.
Registered Programs report to CFP Board on an annual basis within a three-year registration cycle. Fees are due concurrently with reporting submissions.
The CFP Board Exam Scholarship provides financial assistance to aspiring CFP professionals who demonstrate financial need.
Aneri Jambusaria, CFP Executive Vice President LPL Financial
Bill Anthes helped transform financial planning. As President of the College for Financial Planning from 1979 to 2005, he expanded education nationwide, creating the first accredited master’s program that enabled universities to deliver the curriculum required for CFP certification.
The Board of Directors is the governing authority for CFP Board Center for Financial Planning.
The CFP Board Emeritus membership program is designed for individuals who are no longer practicing financial planning and want to stay affiliated with the CFP certification.
CFP Board is a non-profit organization that serves the public by setting and enforcing standards for the CERTIFIED FINANCIAL PLANNER certification.
CFP Board Center for Financial Planning is a qualified, diverse workforce and research-based body of knowledge for the financial planning profession.
CFP Board’s Competency Standards define the four E’s of CFP certification — education, examination, experience and ethics. The standards are designed to support rigorous preparation, professional judgment and ethical responsibility throughout a CFP professional’s career.
CFP Board has formed councils and commissions to advise on initiatives impacting the financial planning profession.
CFP Board provides contact emails, phone numbers, and a form for inquiries.
Instructions and submission form for filing a complaint of misconduct against a CFP professional.
Frequently asked questions and responses to assist individuals who may be interested in filing a complaint against a CFP professional.
CFP Board offers ways to donate or volunteer to address challenges in the financial planning profession.
CERTIFIED FINANCIAL PLANNER certification is the standard of excellence in financial planning. CFP professionals meet rigorous education, training and ethical standards that help them serve their clients' best interests.
Privacy Policy for CFP Board.
Read Terms and Conditions of Certification and Trademark License.
Terms of use for CFP.net.
CFP Board highlights National Financial Planning Month in October to emphasize how financial planning aids individuals in managing life goals, decisions, and financial transitions. The initiative underscores the role of professional financial planning in addressing key aspects of personal finance. CFP Board promotes awareness of structured financial guidance during this annual observance.
Oct 2026cfp.netNews article
The CFP Board reports record participation in July 2026, with **3,621 candidates** taking the CFP exam—the highest July total in history. The exam achieved a **66% pass rate**, reflecting sustained demand for financial planning certification. The milestone underscores growing professionalization in the financial advisory sector.
Aug 2026cfp.netNews article
K. Dane Snowden, the current chief operating officer of CFP Board, assumes the role of CEO, succeeding Kevin Keller. The transition follows Snowden’s three-year tenure in his prior position.
Jan 2026thinkadvisor.comNews article
CFP Board appoints K. Dane Snowden, current chief operating officer, as its next CEO. The transition follows record growth in CFP certificants and increasing diversity within the financial planning profession. Snowden will lead the organization amid expanding membership and evolving industry demographics.
Jan 2026InvestmentNewsNews article
