The CFP Board oversees the certification process for financial planners, ensuring they meet strict standards of competence, ethics, and professionalism. While the CFP Board doesn’t have regulatory authority, it can revoke the certification of any planner who violates its code of ethics, safeguarding clients' interests and maintaining high standards across the profession.

Established in 1985, the CFP Board was created to set standards for financial planning and to certify qualified professionals. While financial planning has existed since the post-WWII era, the creation of the CFP Board formalized the profession, ensuring planners meet strict education, ethical, and experience criteria to earn and maintain the CFP® designation.

The CFP designation is one of the most respected credentials in financial planning, signaling deep expertise across a broad spectrum of financial topics. To earn the designation, professionals must meet stringent education requirements, pass a six-hour, 170-question exam, and have at least three years of relevant experience. Beyond technical expertise, CFP® professionals are bound by a fiduciary duty to act in your best interest—providing transparent, objective advice. CFP® professionals must also complete ongoing education to stay current with industry changes, ensuring they can offer up-to-date guidance and recommendations.

Choosing a financial planner with a CFP designation ensures you're working with someone committed to your financial success, bound by ethics and a fiduciary responsibility. Whether you're planning for retirement, managing investments, or navigating complex financial decisions, a CFP® professional offers the expertise and trust you need to confidently pursue your financial goals.

Because we are committed to upholding high standards of ethics and professionalism, Jones & Roth offers access to knowledgeable CFP® professionals. Connect with a Jones & Roth CFP® professional today.