Certified Financial Planner Board of Standards Inc.

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 personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® certificants and other stakeholders.
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CFP BOARD RAISES EDUCATION STANDARDS WITH ADOPTION OF “FINANCIAL PLAN DEVELOPMENT” COURSE REQUIREMENT
WASHINGTON, DC, March 9, 2010 – CFP Board has adopted a new Financial Plan Development Course requirement that raises the education standards for the prestigious CERTIFIED FINANCIAL PLANNER™ certification. Following implementation of the new requirement at educational programs registered with CFP Board, individuals who wish to attain CFP® certification will be required to demonstrate their ability to prepare and deliver a comprehensive financial plan through completion of this new course.
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CFP BOARD CENSURES IMPROPER CFP® CERTIFICANT CONDUCT
WASHINGTON, DC, March 5, 2010—Certified Financial Planner Board of Standards, Inc. announces that it has issued an interim suspension to Max J. Safdie of Mill Valley, California, suspending his right to use the CFP® certification marks, effective immediately.
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Public Policy Council Meeting

May 3-4, 2010

Washington, DC

CFP Board Initiatives
CFP Board is continually exploring new ways to educate consumers about financial planning as well as reach out to potential candidates for CFP® certification.
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	2008 Annual Report
	2008 Financial Statements
	2008 Form 990
	2007 Annual Report
	2008 Certificant Survey Report

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