Whether you need help navigating your financial reality today, or preparing to reach long-term goals, a CERTIFIED FINANCIAL PLANNER professional is there to help. Because even when life is uncertain, you are in control of your financial future. Consumers worldwide feel challenged by their finances, but aren't sure whom to trust for professional financial planning advice.
CFP certification is the only globally recognized mark of professionalism for financial planning. Find out what it takes to become a CERTIFIED FINANCIAL PLANNER professional.
CFP certification is the only globally recognized mark of professionalism for financial planning. Find out what it takes to become a CERTIFIED FINANCIAL PLANNER professional.
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FPSB envisions a future in which the public understands the importance and benefits of the financial planning process and how it can make their lives better; a future in which consumers can readily identify competent and ethical financial planners who place clients' interests first; a future in which practitioners aspire to the highest levels of professionalism; and a future in which regulators, governments and other FPSB stakeholders around the world recognize financial planning as a distinct, valued professional practice.
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Financial Planning Standards Board's vision is to establish financial planning as a global profession and the CERTIFIED FINANCIAL PLANNER marks as the global symbol of excellence in financial planning. We partner with our affiliate organizations in 27 territories around the world to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning.
FPSB's Financial Planning Process is a collaborative, iterative approach that financial planning professionals use to consider all aspects of a client's financial situation when formulating financial planning strategies and making recommendations.
Individuals who have earned the CERTIFIED FINANCIAL PLANNER certification are qualified to deliver integrated financial planning recommendations and present appropriate solutions to help consumers take control of their financial lives.
Individuals who have earned the CERTIFIED FINANCIAL PLANNER certification are qualified to deliver integrated financial planning recommendations and present appropriate solutions to help consumers take control of their financial lives.
The CERTIFIED FINANCIAL PLANNER credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice.
CERTIFIED FINANCIAL PLANNER professionals meet initial and ongoing education, experience and professional development requirements, pass a rigorous exam that assesses competency, and adhere to a code of ethics, pledging to provide financial planning in the interests of clients and with the highest ethical and professional standards.
CERTIFIED FINANCIAL PLANNER professionals meet initial and ongoing education, experience and professional development requirements, pass a rigorous exam that assesses competency, and adhere to a code of ethics, pledging to provide financial planning in the interests of clients and with the highest ethical and professional standards.
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