CFP Board
Highly Engaged Employees
Highly Engaged EmployeesMembership 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
Jan
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ZI Rank
3
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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
CFP Board Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
CFP Board
$31.6M
51-200
Private
-
1985
JB
Jackie BuchingerAdministrator - Chief Operating Officer and MD Professional Practice
$13.7M
51-200
Private
<$5M
1997
JP
Jeffrey PetersonDivision Manager, Program Integrity, Aquaculture Practices
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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Person-Based
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CFP Board News & Media
Richard Shaw, MBA, CFP® Elected 2027 CFP Board Chair-Elect
The Board of Directors of CFP Board announced that it has elected Richard Shaw, MBA, CFP® as its 2027 Board Chair-Elect at its July 2026 meeting.62% of Americans Have Encountered Financial Fraud, CFP Board Research Finds Most Are Not Prepared
CFP Board research finds 62% of Americans have encountered financial fraud and most are not prepared.Study: Financial Planner Compensation Outpaces Inflation for Third Consecutive Year
CERTIFIED FINANCIAL PLANNER® professionals report higher pay, stronger benefits and greater career fulfillment than their non-certified peers.Citi Executive Desi Wyatt Named Managing Director of Corporate Growth at CFP Board
CFP Board announced today that it has appointed Desi Wyatt as its new Managing Director of Corporate Growth.
Read more news
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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
