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CFP Board Mission & Objectives

Mission Statement

The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

Core Objectives

CFP Board has established five core objectives that support CFP Board's mission.

Establish and uphold rigorous competency standards for CFP® certification.

Professional Standards & Enforcement:
Protect the public’s interest through the establishment and enforcement of rigorous financial planning ethical and practice standards.

Public Advocacy:
Influence policy to benefit the public and increase access for all to competent and ethical financial planning.

Communications & Outreach:
Increase public and stakeholder awareness of and preference for CFP® certification as the standard for financial planning

Strengthen CFP Board’s capacity to achieve its mission.