Certified Financial Planner

The Certified Financial Planner certification is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board)[1] in the United States, and by 25 other organizations affiliated with the Financial Planning Standards Board (FPSB),[2] the owner of the CFP mark outside of the United States. The certification is generally considered the gold standard in the financial planning industry.[3] The certification is managed by the Certified Financial Planner Board of Standards, Inc. (CFP Board), which was founded in 1985 as a 501(c)(3) non-profit organization; it is neither a government designation nor an accredited degree.

To receive authorization to use the designation, a candidate must meet education, examination, experience, and ethics requirements and pay an ongoing certification fee.[4]

In the United Kingdom, the CFP licence/designation is available to financial planners through membership of the Chartered Institute of Securities & Investment (CISI).[5]

  1. ^ "CFP Board". Cfp.net. Retrieved 2013-06-15.
  2. ^ "Financial Planning Standards Board". FPSB. Retrieved 2013-06-15.
  3. ^ "What Does Your Advisor's Designation Mean?". Investopedia. Retrieved 2022-09-03.
  4. ^ "CFP Certification Requirements". CFP Board. Retrieved January 15, 2013.
  5. ^ "Chartered Institute for Securities & Investment (CISI)". cisi.org. Retrieved 2017-07-12.