The mission of Certified Financial Planner Board of Standards Inc.(CFPBoard)is to help people benefit from competent, professional and ethical financial planning.
CFPBOARD CORE BELIEFS AND VALUES
1. Accountability to the public
that the primary reason for our existence is to promote the public welfare throughstandards in personal financial planning.
client-centered relationships and the differentiation of personal financial planningprofessionals from other financial service providers and advisers.
2. Trust derived from standards
that CFPBoard’s individual certification standards advance the systematic body of knowledge for financial planning and serve as the basis for the public’s trust in the expertise andadvice of personal financial planning professionals.
the demonstration of the initial and ongoing competency required for a professional toobtain and retain the CFPmarks.
3. Commitment to excellence
that the CFPmarks represent excellence in personal financial planning and aprofessional obligation to a higher standard of conduct on behalf of the public.
the seven principles of integrity, objectivity, competence, fairness, confidentiality,professionalism and diligence that exemplify professional behavior
4. Respect for professionals
that the public benefits from the existence of a growing pool of competent financialplanning professionals who place the interests of the client first.
the input and involvement from individuals, organizations and firms who arecommitted to serving the public by strengthening the culture of professional financial planning.
Copyright © 1988-2005, Certified Financial Planner Board of Standards Inc. All rights reserved.