The Center is a broad profession-wide initiative to bring financial services firms, educators and practitioners together to leverage collective resources and engage in a research-to-solutions approach to build capacity for the financial planning profession.

Vision and Mission

The Center will create a more diverse and sustainable financial planning profession so that every American has access to competent and ethical financial planning advice.

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About the Financial Planning Profession

From budgeting, to planning for retirement, to saving for education, to managing taxes and insurance coverage, CFP® professionals help their clients bring all of the pieces of their financial lives together.

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About CFP Board

CFP Board is a non-profit organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard for competent and ethical financial planning.

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News and Announcements

Visit our newsroom to read the latest news and announcements about the Center for Financial Planning.

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