Our Impact
Serving the Public Interest | Advancing the Profession
THE STANDARD
The Standard tells the story of a landmark year for CFP® certification and the financial planning profession. In 2024, the number of CFP® professionals in the U.S. surpassed 100,000, a historic milestone that reflects growing demand for competent, ethical financial advice and unprecedented recognition of the CFP® marks.
This report captures the momentum of a transformative year marked by all-time high consumer awareness, record pro bono service and a dynamic portfolio of programs, research and resources that enhance the value of CFP® certification for advisors, firms and – most importantly – the American public.
EVOLVE 23
EVOLVE 23 tells the story of a year of incredible growth and powerful change that set CFP Board on the course toward a vibrant future for the financial planning profession.
This 2023 report showcases the tremendous impact CFP® professionals have on the lives of Americans every day. It details the programs and resources we’ve developed to advance the profession and deliver value to CFP® certificants. And it captures CFP Board’s unique role connecting and collaborating across the financial advice ecosystem to shape the future of financial planning for the benefit of the public.