Broker Check


If your financial life seems to be spinning out of control, you’re not alone.

Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. Bringing all the pieces of your financial life together is a challenging task.

Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest.


In April 1995, NCCA accredited CFP Board’s certification program, the first such accreditation for a non-health related certification in the U.S. CFP Board earned NCCA accreditation because it showed that its certification program is grounded in, and continues to meet, legal testing requirements and generally accepted certification standards.

In 2015, CFP Board’s NCCA-accreditation was successfully renewed through November 2019.

“Given the alphabet soup of financial services industry credentials, it is vital for consumers to be able to differentiate among the various certifications and designations. Accreditation by an independent organization is a sign that the public can rely upon to determine the value of a certification since all certification programs are not created equal,” said CFP Board CEO Kevin R. Keller, CAE in a news release announcing the latest accreditation renewal. “We are proud that our CFP® certification program has been once again recognized by NCCA for meeting the highest standards for credentialing programs.” 


Total Number of CFP® Certificants - 76,717 

Last updated: 3/31/2017