100,000
2011 64,232 CFP Board launches a large-scale, national public awareness campaign to educate the public on financial planning and CFP ® professionals.
2018 83,106 CFP Board adopts a new Code of Ethics and Standards of Conduct , effective October 1, 2019, which expands the scope of the fiduciary standard, requiring CFP ® professionals to act in the best interest of the client at all times when providing financial advice.
2023 98,875 CFP Board establishes a 501(c) (6) professional organization to work alongside the existing 501(c)(3) organization, with both affiliated organizations focused on achieving strategic priorities that advance the financial planning profession for the public’s benefit. CFP Board celebrates the 50th anniversary of CFP ® certification, a milestone that highlights a half-century of excellence in personal financial planning.
75,000
50,000
2015 73,684 CFP Board establishes the Center for Financial Planning. The Center is uniquely positioned to bring firms, educators and practitioners together to leverage collective resources and address the challenges facing the profession.
2022 95,137 CFP Board publishes the groundbreaking book, The Psychology of Financial Planning . The Center for Financial Planning surpasses the milestone of more than $1 million awarded in scholarships since the launch of its first scholarship program in 2016.
Today Reaching 100,000 CFP® professionals has been a goal for CFP Board, not for the milestone itself, but for what it signifies. It means more Americans now have access to competent, ethical financial planning. It also reflects that advisors, firms and — most importantly — consumers recognize the value of CFP® certification.
2024 103,093
CFP Board surpasses $2 million in scholarship awards.
25,000
April 17 The financial planning profession reaches a historic milestone, crossing 100,000 CFP ® professionals in the U.S. September 29–October 1 CFP Board hosts the inaugural Connections Conference, convening the entire financial advice ecosystem for the first time. December 13 CFP Board celebrates the 100,000 CFP ® milestone by ringing the bell at the New York Stock Exchange.
2021 92,055 CFP Board’s latest Practice Analysis Study introduces a new Principal Knowledge Topic domain called the Psychology of Financial Planning.
2012 67,241 Capstone course requirement added for CFP ® certification.
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THE STANDARD
A LOOK AT 2024
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