Financial Statements - CFP Board

About CFP Board

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Financial Statements

The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® professionals and other stakeholders.

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 receive a review copy of CFP Board's latest Form 990 filing, please contact us at rmyers@cfpboard.org, or 202-379-2267, with your name and mailing address.

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.