Terms & Conditions
Terms and Conditions for the CFP Board Find a CFP® Professional Search
These terms and conditions govern your use of the Find a CFP® Professional Search feature (“Find a CFP® Professional”) on Certified Financial Planner Board of Standards, Inc.’s (“CFP Board”) Let’s Make a Plan website (www.LetsMakeAPlan.org). Before using Find a CFP® Professional, you must read and agree to be bound by these terms and conditions and CFP Board’s Terms of Use, which also apply to your use of Find a CFP® Professional.
Permitted Uses
Find a CFP® Professional is compiled and published by CFP Board as a reference source about CFP® professionals in the United States. It does not include all CFP® professionals -- only those who chose to be included. It may be used only by (i) members of the public to locate CFP® professionals and obtain information about them, and (ii) individual CFP® professionals or their staff to view their own listings or those of colleagues. CFP Board reserves the right to block your use of this search tool indefinitely should CFP Board determine, in its sole discretion, that you are using it for a different purpose. Except as expressly provided herein, neither Find a CFP® Professional nor any of its data, listings, or other constituent elements may be modified, downloaded, republished, sold, licensed, duplicated, "scraped," or otherwise exploited, in whole or in part. CFP Board expressly prohibits use of this information by individuals or business organizations to offer products or services to CFP® professionals.
Disclaimer of Warranties and Liabilities
CFP Board verifies that the individuals accessible through Find a CFP® Professional currently hold CFP® certification. We provide information about any individual who has been disciplined publicly by CFP Board or who made a bankruptcy disclosure to CFP Board that is scheduled to remain on CFP Board’s website pursuant to the CFP Board Bankruptcy Disclosure Procedures that were in effect until June 30, 2020.
CFP Board also provides links to other websites that may provide other information about CFP® professionals: the Financial Industry Regulatory Authority’s (FINRA) BrokerCheck website (for professionals who are subject to FINRA’s oversight); the Securities and Exchange Commission’s (SEC) Investment Adviser Public Disclosure website (for those who are subject to the SEC’s oversight); the Office of the Comptroller of the Currency’s (OCC) Enforcement Actions website (for those individuals who are subject to OCC oversight); and the websites for the North American Securities Administrators Association and the National Association of Insurance Commissioners, which provide contact information for state securities regulators and state insurance departments. CFP Board is not responsible for the accuracy, reliability, or completeness of the information on these websites. Under no circumstances shall CFP Board be held responsible or liable, directly or indirectly, for any loss or damage caused or alleged to have been caused to a user in connection with the use of or reliance on any content, goods, or services available on any such external websites.
All other information disclosed through Find a CFP® Professional regarding a specific CFP® professional has been provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy, reliability, or completeness of the information that a CFP® professional has provided. For example, CFP Board has not verified that the CFP® professional focuses his or her practice in the specific area the CFP® professional has designated. It is your responsibility to ask the CFP® professional about his or her experience.
Other than as expressly set forth in these terms, CFP Board makes no representations or warranties of any nature, express or implied, with respect to the information obtained through Find A CFP® Professional, including the accuracy or completeness of such information. The material included in or available through Find A CFP® Professional is for informational purposes only. Find a CFP® Professional is provided on an “AS IS” basis. Your reliance upon information contained through Find a CFP® Professional is done solely at your own risk. CFP Board does not warrant or guarantee the work of any CFP® professional. You assume full responsibility for any interactions you have with a CFP® professional you contact.
Inclusion of a CFP® professional in this search feature is not and does not imply a CFP Board referral, endorsement, or recommendation, nor does the omission of any CFP® professional indicate CFP Board disapproval. You should interview and evaluate several financial professionals to find the one who is right for you. You will want to select a competent, qualified professional with whom you feel comfortable and who suits your financial planning needs. For sample questions to ask when interviewing a financial advisor, visit www.LetsMakeAPlan.org.
CFP Board shall not be liable to you or others for any decision made or action you take when relying on information obtained from Find a CFP® Professional. In no event shall CFP Board be liable for any damages (including, without limitation, incidental, consequential, and punitive damages) resulting directly or indirectly from your use of or inability to use Find a CFP® Professional, whether based on warranty, contract, tort, or any other legal theory, and whether or not CFP Board is aware or has been advised of the possibility of such damages.
