Annual Reports & Financials

As a non-profit organization under section 501(c)(3) of the Internal Revenue Code, CFP Board is required to file an annual financial report — Form 990 — with the Internal Revenue Service. To review a copy of CFP Board's Form 990 filing, please visit Guidestar, create a free account, and search “CFP Board.” Select the result with EIN: 35-2787547 and you will be able to view 990 filings under Tax forms. Questions? Please email us.