Overview

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Est.

2023

Fiscal Year Start

Jan 1

Organization Type

Grantmaker

AI Summary

The Certified Financial Planner Board of Standards Inc. is a 501(c) grantmaking organization that focuses on supporting initiatives through a relationship-based, invitation-only engagement model. In the 2024 filing year, the organization paid a total of $563.7K in grants to two grantees and does not accept unsolicited proposals. Nonprofits interested in potential funding opportunities can explore warm-introduction pathways via Impala's Funder Prospecting.

Mission Statement

THE MISSION OF CFP BOARD OF STANDARDS IS TO CREDENTIAL COMPETENT AND ETHICAL FINANCIAL PLANNERS, UPHOLD CFP CERTIFICATION AS THE RECOGNIZED STANDARD AND ADVANCE THE FINANCIAL PLANNING PROFESSION
Total Funding Given
$563.7K
2024
Grantees funded
2
Multi-year grantees
50%
Funding by Year
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Evaluate your own portfolio
Understand the health of your own grantees and uncover signs of risk.
Total No. of Grants
1
Median 1st year grant
$168.3K
Median 2nd year grant
$563.7K
L
Louis Barajas CFP Mba
Board Member
M
Marguerita Cheng CFP
Board Member
A
Aneri Jambusaria CFP Mba
Board Member

Frequently Asked Questions

Can I submit an unsolicited grant proposal to CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC?
No. CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC does not accept unsolicited proposals. Funding is by invitation only.
Where does CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC give?
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC primarily gives to organizations located in District Of Columbia and New York. These states represent the largest share of the foundation’s grantmaking by dollars awarded. Additional geographic details are available to registered users.
What size are CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC’s grants?
The largest share of grants from CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC fall in the $500 thousand to $1 million range. The median first-year grant is about $168 thousand. More detailed grant size data is available to registered users.
How many grants does CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC make each year?
In 2024, CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC awarded about 1 grants, totaling nearly $564 thousand. More detailed grant metrics are available to registered users.
Who did CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC fund recently?
In 2024, CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC awarded grants to about 2 grantees. Recent grantees include CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC and GIRL SCOUTS OF THE UNITED STATES OF AMERICA. More detailed information on all recent recipients is available to registered users.
How do we apply to CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC?
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC does not accept unsolicited proposals. Funding is by invitation only.