CFP Board
Membership Organizations · District of Columbia, United States · 51-200 Employees
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Overview
Headquarters
1425 K St NW Ste 800, Washington, Distri...Phone Number
(800) 487-1497Website
www.cfpboard.orgRevenue
$31.6 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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1
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About CFP Board
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 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.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
CFP Board
$31.6M
51-200
Private
-
1985
NH
Nadenia HarringtonAdministrator - Chief Operating Officer and MD Professional Practice
$13.7M
51-200
Private
<$5M
1997
DJ
Darryl JoryEditor and Development Manager - Editor Emeritus (Since 2016)
Company Profile Activity
Activity Insights
CFP Board is experiencing very low activity levels compared to other companies in the Organizations sector.
What does this means?
CFP Board is drawing exceptional interest within the Organizations industry, suggesting notable developments or strong market momentum, learn more about CFP Board.
CFP Board Tech Stack
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CFP Board News & Media
CFP Board Appoints K. Dane Snowden as Chief Executive Officer - Yahoo Finance
WASHINGTON, January 21, 2026--CFP Board today announced that its Board of Directors has appointed K. Dane Snowden as Chief Executive Officer, effective March 16, 2026.CFP Board Appoints Barry Gersten as Head Technology Officer
WASHINGTON--(BUSINESS WIRE)--CFP Board today announced the appointment of Barry S. Gersten as its Head Technology Officer. Gersten will oversee CFP Board’s information technology and digital initiatives. As Head Technology Officer, Gersten plays a critical role in shaping the technology vision and aligning information technology (IT) capabilities with the organization’s mission, strategic objectives and operational needs. He also provides leadership in evaluating the utility of emerging technolCFP Board Convenes AI Working Group
WASHINGTON--(BUSINESS WIRE)--CFP Board is convening an AI Working Group on June 10-11 at its Washington, D.C., headquarters to explore how artificial intelligence is transforming the financial planning ecosystem and to define the evolving role of human expertise in a tech-powered future. As part of CFP Board’s broader strategy to help the profession thrive in an AI-powered world, the group is developing strategic, actionable recommendations to guide the profession forward, helping ensure that tBad Online Advice Leads Majority of Americans to Make Regrettable Financial Decisions, CFP Board Survey Reveals
WASHINGTON--(BUSINESS WIRE)--Misinformation about money is everywhere online, and Americans are paying the price for it. CFP Board’s latest research report, Steering Clear of Financial Misinformation: A Survey of Americans, finds that while more people are turning to the internet for financial advice, most doubt its credibility. As a result, nearly 3 in 5 (57%) say they’ve made regrettable financial decisions based on misleading online information. Even with the vast availability of financial c
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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... Read More
