Governance
IRS Form 990 Annual Reports

Request a Copy
As non-profit organizations, CFP Board of Standards and CFP Board Center for Financial Planning each 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.” For CFP Board of Standards, select the result with EIN: 35-2787547, and for CFP Board Center for Financial Planning, select the result with EIN: 74-2385850 and you will be able to view 990 filings under Tax forms. Questions? Please email us.