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.