1. setting the qualification for initial professional certification (benchmark setting for financial planning);
2. protecting the CFP certification mark and the service marks CERTIFIED FINANCIAL PLANNER and CFP;
3. developing and administrating continuing post-certification requirements;
4. developing and administrating disciplinary procedures for licensees;
5. encouraging both certification attainment and certification retention of those persons licensed;
6. enhancing the professionalism of those engaged in the exercise and pursuit of personal financial planning;
7. information of the public about ongoing national and international financial planning issues;
8. lobbying and active cooperation with governmental entities in the field of financial planning.

1. fundamentals of financial planning;
2. insurance planning / risk management;
3. investment planning (including real estate);
4. tax planning (income, estate / gift, wealth, other);
5. retirement planning and employee benefits;
6. estate planning (including questions around the financial consequences of marriage and/or divorce) and;
7. comprehensive wealth management.

The mission of the SFPO Swiss Financial Planners Organization is to serve the professional needs of its members to facilitate their delivering quality financial planning advice to their clients.

To fulfill our mission, the SFPO Swiss Financial Planners Organization is dedicated to:

1. Promoting awareness and education of the public on the benefits of financial planning;
2. Emphasis on the established and maintenance of high standards of education (this applies to initial and continuous upgrading as well as the promotion of high practicing standards);
3. Provision of quality services to members to assist in their professional practice; and
4. Representing the industry and ensure an operating environment which is conductive to providing quality financial planning advice.