What Happens to Your CFP Board Account When You Die
Quick Facts
Priority
High
Certification
Non-transferable
Clients
Must be transitioned
Step-by-Step Guide
Notify the CFP Board
Contact the CFP Board at 1-800-487-1497 to report the death. The CFP certification will be revoked and the individual removed from the public registry.
Transition client relationships
Work with the firm to transition all financial planning clients to another CFP professional. Notify clients in writing.
Review compensation agreements
Determine if trailing fees, revenue sharing, or deferred compensation are owed to the estate under the employment or partnership agreement.
Document Now Checklist
- CFP certification number
- Employing firm and compensation structure
- Active client roster
- Assets under management or advisement
Save this to your vault
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Start your vault — free for 30 daysLast verified: June 2026. Platform policies may change. Verify current procedures directly with CFP Board. This guide is for informational purposes only and does not constitute legal advice.
Related Guides
Social Security
Social Security must be notified of death immediately. Benefits paid after death must be returned. Survivor benefits may be available.
IRS / Tax Returns
A final individual tax return must be filed for the year of death. Estates over $13.61M may owe federal estate tax.
Veterans Affairs (VA)
Veterans are entitled to burial benefits, a headstone or marker, a burial flag, and Presidential Memorial Certificate — all at no cost.
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