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CFP Board

Colleges & Universities · District of Columbia, United States · 26 Employees

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About

Headquarters

1425 K St NW Ste 800, Washington, District of C...

Phone Number

(800) 487-1497

Revenue

$27.4 Million

Industry

Colleges & Universities Education

Who is CFP Board

Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S. CFP Board sets standardsfor financial planning and administers the prestigious CFP? certification - one of the most respected certifications in financial services - so that the public has access to and benefits from competent and ethical financial planning. CFP Board, along with its Center for Financial Planning, is committed to increasing the public's awareness of CFP? certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by firms and consumer groups as the standard for financial planning, CFP? certification is held by more than 90,000 people in the United States.Read more

CFP Board's Social MediaPopular SearchesCFP BoardCFP Board's Disciplinary and Ethics CommissionSIC Code 82,822NAICS Code 61,611Show more

CFP Board Org Chart

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Kathryn Klett

Administrator, General Counsel

PhoneEmail
Lee Gillespie

Corporate Controller

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CFP Board Company Metrics

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Acquisitions & Subsidiaries

Jul 18, 2022

Certified Financial Planner Board of Standards

Jul 18, 2022

Center for Financial Planning

See More Acquisitions & Subsidiaries

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CFP Board News & Media

  • CFP Board Imposes Interim Suspension on Bryan S. Kocen of Rancho Mirage, California

    WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP Board financial planning certification and right to use the CFP Board certification marks against Bryan S. Kocen, which is effective as of June 6, 2024. CFP Board’s Enforcement Counsel provided notice to Mr. Kocen and to Counsel for CFP Board’s Disciplinary and Ethics Commission (DEC Counsel) of grounds to issue an automatic Interim Suspens
  • CFP Board Imposes Public Sanctions on Six Individuals

    WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization that certifies more than 100,000 CFP® professionals in the United States, today announced public sanctions against six current or former CFP® professionals, or candidates for CFP® certification. CFP Board sets and enforces high standards of competence and ethics for all CFP® professionals. When CFP Board learns that a CFP® professional has not abided by the ethical standards,
  • CFP Board Imposes Interim Suspension on John A. Dougherty of Blue Bell, Pennsylvania

    WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP Board certification marks against John A. Dougherty, which is effective as of April 26, 2024. Counsel to the Disciplinary and Ethics Commission (Commission and DEC Counsel) issued an automatic Interim Suspension Order suspending Mr. Dougherty’s right to use the CFP Board certification marks. CFP Board Enforcement Counsel provided notice to
  • CFP Board Imposes Public Sanctions on Nine Additional Individuals

    WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization that certifies nearly 100,000 CFP® professionals in the United States, in addition to its release earlier today, announced public sanctions against nine more current or former CFP® professionals, or candidates for CFP® certification. CFP Board sets and enforces high standards of competence and ethics for all CFP® professionals. When CFP Board learns that a CFP® professional ha
  • CFP Board Imposes Public Sanctions on Nine Individuals

    WASHINGTON--(BUSINESS WIRE)--Certified Financial Planner Board of Standards, Inc. (CFP Board), a nonprofit organization that certifies more than 98,000 CFP® professionals in the United States, today announced public sanctions against nine current or former CFP® professionals, or candidates for CFP® certification. CFP Board sets and enforces high standards of competence and ethics for all CFP® professionals. When CFP Board learns that a CFP® professional has not abided by the ethical standards,
Read more news

Frequently Asked Questions regarding CFP Board

Where is CFP Board located?
CFP Board's headquarters are located at 1425 K St NW Ste 800, Washington, District of Columbia, 20005, United States
What is CFP Board's phone number?
CFP Board's phone number is (800) 487-1497
What is CFP Board's official website?
CFP Board's official website is www.cfpboard.org
What is CFP Board's Revenue?
CFP Board's revenue is $27.4 Million
What is CFP Board's SIC code?
CFP Board's SIC: 82,822
What is CFP Board's NAICS code?
CFP Board's NAICS: 61,611
How many employees does CFP Board have?
CFP Board has 26 employees
What industry does CFP Board belong to?
CFP Board is in the industry of: Colleges & Universities, Education
What companies has CFP Board acquired?
CFP Board has acquired the companies: Certified Financial Planner Board of Standards, Center for Financial Planning
How do I contact CFP Board?
CFP Board contact info: Phone number: (800) 487-1497 Website: www.cfpboard.org
What does CFP Board do?

Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP? certification - one of the most respected certifications in financial services - so that the public has access to and benefits from competent a... nd ethical financial planning. CFP Board, along with its Center for Financial Planning, is committed to increasing the public's awareness of CFP? certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by firms and consumer groups as the standard for financial planning, CFP? certification is held by more than 90,000 people in the United States.Read More

What are CFP Board social media links?
CFP Board Linkedin page CFP Board Twitter page CFP Board Facebook page
Is CFP Board a public company?
CFP Board is private company therefore does not currently have an official ticker symbol
See more information about CFP Board

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