CFP Board (Certified Financial Planner Board of Standards)

The CFP Board, or Certified Financial Planner Board of Standards, is an organization that certifies financial planners who meet rigorous education, experience, ethical, and exam standards. It provides the CFP® designation, which signifies a professional committed to acting in clients’ best interests. CFP professionals help individuals and families create comprehensive financial plans, including saving, investing, retirement, and estate strategies. The certification ensures that planners adhere to high ethical practices and ongoing education, giving clients confidence in their financial guidance. Overall, the CFP Board sets the standard for trusted and competent financial planning.