CFP Board releases new resources for companies offering financial planning

WASHINGTON, March 8, 2022 /PRNewswire/ — Certified Financial Planner Board of Standards, Inc. has released two new resources for businesses to help build their financial planning capabilities and support their professionals. The first one, From designation policy to designation strategy — A roadmap for law firms, urges companies to be intentional in the designations and certifications they endorse. The second, a Business Resource Guideprovides ways for companies to engage with the CFP Board and its Financial Planning Center to support and develop their CFP® population.

“The CFP Board is committed to helping companies grow their workforces to increase Americans’ access to competent and ethical financial planning,” said the CEO of the CFP Board. Kevin R. Keller, CAE. “In creating these resources, CFP Board aims to help firms equip advisors with the skills and training they need to meet changing client needs.”

These guides share useful information with businesses to support their efforts around PSC® certification. More information on each resource below:

  • From designation policy to designation strategy — A roadmap for law firms responds to the emerging trend of advisors seeking credentials simply to “have letters behind their name.” This roadmap outlines how companies can move their financial planning services toward a quality offering by moving from a designation policy to an intentional strategy that emphasizes the skills and knowledge advisors need to become competent professionals in financial planning.
  • the Business Resource Guide describes the full range of services companies can expect to receive from the CFP Board and the Center for Financial Planning to develop their financial planning programs. The guide offers information ranging from how best to leverage the CFP Board’s Corporate Relations team to understand certification in the competitive landscape, to how the Center can help companies attract and retain talents and diversify their workforce.

“It is important that we maintain an open line of communication with financial services companies and other employers of CFP® professionals,” says Joe Maugeri, CFP®, CFP Board General Manager of Corporate Relations. “With our continued support, we hope these resources can help CFP® professionals and their employers stay relevant in a competitive financial advice marketplace, while meeting the CFP Board’s high standards of excellence.”

For more resources to support your efforts to increase your CFP count® professionals, better understand the certification requirements and continue to develop the skills of your already certified advisers, visit

The Certified Financial Planner Board of Standards, Inc. is a professional body for personal financial planners in the United States. The CFP Board sets standards for financial planning and administers the prestigious CFP.® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. The CFP Board of Directors, along with its Financial Planning Center, is committed to increasing public awareness of the CFP® certification and access to a diverse, ethical and skilled financial planning workforce. Widely recognized by businesses as the standard in financial planning, CFP® the certification is held by more than 92,000 people in United States.

SOURCE Certified Financial Planner Board of Standards, Inc.