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10/19/2012 Certified Financial Planner Board of Standards, Inc

 

 

CFP Board

 

Certified Financial Planner Board of Standards

 

WHAT WE DO:

Certified Financial Planner Board of Standards (CFP Board) is a non-profit certification and standard-setting organization whose mission is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. 

We currently oversee nearly 67,000 CFP® professionals in the U.S. who advise individuals and families on a broad range of personal finance topics, including retirement, budgeting, taxes, investments, estate planning and insurance, among many others. 

CFP® certification is renowned for its rigor – it is granted to financial planners who hold a Bachelor’s degree, complete a financial planning course of study, pass a comprehensive 10-hour examination, complete requisite professional experience in financial planning, and agree to provide financial planning services as a fiduciary – acting in the best interests of their clients.  CFP Board’s rigorous enforcement of its professional standards further distinguishes CFP® certification from other industry designations.

For more information on CFP Board and CFP® certification, visit www.CFP.net

WHAT WE OFFER:

CFP Board also engages in a variety of public outreach programs and partnerships to educate Americans about the benefits of personal financial planning: 

  • Financial Planning Clinics: CFP Board’s free financial planning clinics have given thousands of consumers the opportunity to meet one-on-one with a CFP® professional and attend personal finance workshops.  We have hosted clinics in cities across the country as stand-alone events, and as part of other events, including the Jump$tart National Educator conference.  
    • CFP Board has also partnered with the Financial Planning Association, Foundation for Financial Planning and the U.S. Conference of Mayors to organize Financial Planning Days, a national initiative consisting of financial planning clinics around the country that deliver free financial advice to the public by uniting the resources of the financial planning community and local city governments. 
    • The Financial Planning Day in Washington, DC is coming up on October 27.
  • Consumer Advocate and Ambassadors: Through regular media and speaking appearances, CFP Board’s Consumer Advocate, Eleanor Blayney, CFP®, provides consumers with insights on personal finance issues and makes complex financial products and strategies accessible and understandable. 25 regions nationwide are also represented by experienced CFP® professionals who serve as CFP Board Ambassadors and provide personal finance resources to their communities, policymakers and local media.
  • Consumer Website and Educational Publications: CFP Board has developed a consumer website and a variety of educational publications that provide consumers with information about financial planning and guidance for those who are seeking a financial planner: LetsMakeAPlan.org website contains a wealth of information about financial planning and an advanced search function that enables consumers to find a CFP® professional who fits their needs.
    • Consumer Guide to Financial Planning educates consumers on the financial planning process and its benefits, the importance of setting financial goals and contains tips for choosing a planner. 
    • Consumer Guide to Financial Self-Defense is designed to help consumers identify and avoid an unqualified financial advisor by providing tips and top ten “red flags” that may signal unethical practices.
    • Savings Fitness Guide was developed in partnership with the Department of Labor and educates consumers on how to manage money and plan for retirement. 

WHAT WE NEED:

In a word: partners. CFP Board is a proactive and energetic organization looking for those organizations that can work with us to encourage Americans to reach their life goals though competent and ethical financial planning.  Financial planning is for everyone; not just the wealthy. It’s also not solely focused on investments, but everything from cash flow to budgeting to debt management, and of course, retirement and education planning.  Our work benefits greatly from the contributions of other organizations, and there are many opportunities to become involved with CFP Board in meaningful and rewarding ways.

CONTACT INFORMATION:

 Eddy Demirovic
Project Manager, Public Policy & Communications
202-379-2253
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