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 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, dwatkins@cfpboard.org or 202-379-2267 with your name and mailing address.