cfp.netCFP Board

file-pdf-o flag2 cancel-circle Facebook Twitter YouTube LinkedIn Keywords Find a CFP® Professional | -- Get Certified | News | Contact Us | My Account Log in Find a CFP® Professional About About Mission and Priorities History Certification Milestones CFP Certification Around the Globe Purpose, Parameters & Policies (PDF) CFP® Certification: The Standard of Excellence The Four E's NCCA Accreditation Financial Planning Advice for You Ethics & Enforcement File a Complaint Against a CFP® Professional Disciplinary Process Common Questions Online Complaint Form Disciplined Individuals by State Code and Standards Proposed Procedural Rules Center for Financial Planning Women’s Initiative (WIN) Research and Findings What Will Do What You Can Do Now Become a WIN Advocate WIN Council News and Updates Publications Research, Facts & Figures Governance Board of Directors Bylaws Financial Statements Work at Volunteers Volunteer Opportunities Board of Directors Business Model Council Council on Education Council on Examinations Disciplinary and Ethics Commission Public Policy Council Standards Resource Commission Submit a Volunteer Application Staff Leadership Why CFP® Certification Matters Become a CFP® Professional A Career in Demand A Great Career for Women Research Shows Benefits of CFP® Certification What CFP® Certification Can Do for You Five Things you Probably Didn’t Know About the Financial Planning Profession Long-Term Value of CFP® Certification Create Your Online Account CFP® Certification Requirements Education Requirement Principal Topics Capstone Course Accelerated Path Capstone List Bachelor's Degree Registered Programs Find a Program Transcript Review Acceptable Qualifying Documentation Frequently Asked Questions CFP® Exam Requirement About the CFP® Exam Logistics Eligibility Testing Accommodations Apply Online Scheduling Process Preparation CFP® Practice Exam CFP® Practice Exam FAQ Exam Day Experience Exam Resources Non-Disclosure Agreement Provided Exam Formulas (PDF) Provided Exam Tax Tables Sample Exam Questions Special Accommodations Request (PDF) Exam Job Task Domains Frequently Asked Questions - Computer-Based Exam CFP® Examination Statistics Experience Requirement Experience Standards 3 Year Requirement 2 Year Exception Capstone Alternative Program Verification Frequently Asked Questions Continuing Education Ethics Requirement Fitness Standards Background Check Sample Declaration Form (PDF) Frequently Asked Questions Final Steps Policy Exception Requests Terms and Conditions (PDF) Request a Copy of this Guide The Professional Advantages of CFP® Certification Request Form Applications & Resources Accelerated Path: A Faster Path to Certification Fitness Standards Find an Education Program Transcript Review Apply for CFP® Exam Ethical Standards & Enforcement Fitness Standards Code of Ethics and Standards of Conduct Disciplinary Rules and Procedures Report Misconduct Guide to CFP® Certification Mentor Program Resources & Publications Career Center Get Involved 2015 Job Task Analysis 2015 Principal Knowledge Topics 2015 Financial Planning Job Task Domains For CFP® Professionals Toolkit for CFP® Professionals Update Your Profile Certification Renewal Renewal Policies Terms and Conditions (PDF) Continuing Education Continuing Education Policies CE Resources CE Video Guides Provide CE Feedback Frequently Asked Questions Volunteer Opportunities for CFP® Professionals and Candidates Professional Standards & Enforcement New Code of Ethics and Standards of Conduct Public Forums New Code and Standards: Videos Case Studies Applying the New Code and Standards Previous Standards of Professional Conduct Standards of Professional Conduct Terminology Fitness Standards Code of Ethics & Professional Responsibility Rules of Conduct Financial Planning Practice Standards Practice Standards 100 Practice Standards 200 Practice Standards 300 Practice Standards 400 Practice Standards 500 Practice Standards 600 Disciplinary Rules & Procedures Appeal Rules & Procedures Sanction Guidelines (PDF) Bankruptcy Disclosure Procedures Enforcement Anonymous Case Histories Terms of Use Public Awareness Campaign CFP® Marks Artwork Plaque Design Update CFP® Professional Search Profile Past Campaigns Marketing Toolkit Announce Your CFP® Certification How to Use the CFP® Marks Online Store Brochures & Publications Social Media Guide for CFP® Professionals Public Awareness Campaign Toolkit Sample Client Letters Certificant Connections Podcast Report Newsletter Get Involved Join a Membership Organization For Education Partners Partner with Continuing Education Providers CE Sponsors Become a General CE Sponsor Submit a General CE Program General CE Program Requirements Ethics CE Program Learning Objectives Get Started Ethics CE Program Checklist Ethics CE Program Requirements Resources for Ethics CE Sponsors Resources for CE Sponsors Program Registration Renewal Information Guides & Recordings Attendance Reporting Frequently Asked Questions Terms and Conditions Filling Content Gaps News For CE Sponsors Archived News for CE Sponsors CE Sponsor Quarterly News - September 13, 2017 College Degree & Certificate Programs Resources for Registered Programs Capstone Course Criteria for the Financial Plan Development Course as a Resource Background Capstone Course FAQ Updates Registered Program Marketing Toolkit Advertisement: More Americans Are In Urgent Need of Financial Advice Advertisement: Financial Planning Is No Ordinary Job Advertisement: The Financial Future of Millions of Americans Is at Stake Advertisement: Out-of-control Finances Are on the Rise Advertisement: Americans Need Financial Advice They Can Trust Registered Program Newsletters March 2013 -- Registered Program Newsletter May 2016 - Registered Program Newsletter Learning Objectives Resource Document Key Elements Learning Objectives Education Verification System Registered Programs Conference Past Conferences 2019 Conference 2018 Conference 2018 Registered Program Conference Agenda 2017 Conference 2017 Registered Program Conference Agenda 2017 Executive Roundtable Firms' Day at the 2017 Registered Program Conference 2015 Conference 2015 Presenters 2015 Session Descriptions 2014 Conference 2014 Session Descriptions 2014 Presenters 2014 Graduate Research 2013 Conference 2013 Session Descriptions 2013 Graduate Research 2013 Presenters 2012 Conference Graduate Research Presenters 2011 Conference Graduate Research Presenters Resources for Educators Get Involved For Employers of CFP® Professionals Benefits of CFP® Certification Resources for Employers Ethical Standards & Enforcement Continuing Education 's Annual Firms Summit Get Involved INSIGHT Newsletter Subscribe to INSIGHT Newsletter 2016 Spring 2016 2015 Spring 2015 2014 Spring 2014 Summer 2014 Fall 2014 Winter 2014 2013 Winter 2013 2013 Year-End Summary Public Policy Public Policy Public Policy Issues Fiduciary Standard Regulation of Financial Planners Investment Adviser Oversight Coalitions Financial Planning Coalition Fiduciary Coalition Public Policy Council Consumer Outreach Career Center Find a Job Upload Your Resume Resources for Job Seekers New Guide to Financial Planning Career Paths Financial Planner Re-entry Initiative Financial Planning Careers In The News Mentor Program Financial Advisor Jobs Outlook and Compensation Information Post a Job Resources for Employers Sponsorship Oppportunities More Become a CFP® Professional For Education Partners For Employers of CFP® Professionals Public Policy Career Center Help for Consumers Find a CFP® Professional New Code and Standards Now Effective 's new Code of Ethics and Standards of Conduct became effective on Oct 1. 2019. The Code and Standards will be enforced beginning June 30, 2020. Learn More Reference Guide for New Code & Standards The new “Roadmap” reference guide distills essential information about the new Code of Ethics and Standards of Conduct , whi...