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Whether you are a prospective or current student, our free resources are designed to help you understand the cfp ® certification process and study more effectively, so that you can. Cfp board developed this guide to the practice standards for the financial planning process to illustrate how a cfp® professional might provide financial planning to a client in accordance. Purchase.

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The cfp® (certified financial planner) certification is a globally recognized credential in personal financial planning. The information in this brochure is provided as a public service by certified financial planner board of standards, inc. Cfp® professionals meet rigorous education, training and ethical standards, and are committed to. Whether you are a prospective or current student, our free resources are designed to help you understand the cfp ® certification process and study more effectively, so that you can.

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