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Vision

To be recognized as the premier professional body representing financial planners that uphold the highest standards to benefit the public.

Mission

To promote the CFP^CM certification as the gold standard and other financial services qualifications for professional development of financial planners.
To establish and uphold professional standards in financial planning.
To increase public awareness of the value of the financial planning process.
To represent top practitioners meeting the highest standards in the financial planning industry.

CFP^CM , CERTIFIED FINANCIAL PLANNER^CM and

are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.(FPSB).
The Institute of Financial Planners of Hong Kong Limited (IFPHK), is the marks licensing authority for the CFP marks in Hong Kong and Macau, through agreement with FPSB.