CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC
AI Summary
The Certified Financial Planner Board of Standards Inc., with EIN 74-2385850, is dedicated to benefiting the public by granting the CFP certification for personal and ethical financial planning. Operating with a budget of $9.2 million and generating total revenue of $8.4 million in 2024, the organization plays a significant role in business promotion within the financial planning sector. It does not rely on a single funder for 50% or more of its revenue, ensuring a diversified funding base for its mission. For more information, visit www.cfp.net.
Mission Statement
BENEFIT THE PUBLIC BY GRANTING THE CFP CERTIFICATION FOR PERSONAL & ETHICAL FINANCIAL PLANNING.
Cause Areas
1
Business promotion
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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Eligible for tax-deductible gifts
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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Frequently Asked Questions
What is CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC’s budget?
In 2024, CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC reported an annual operating budget of around $9.2 million. More detailed financial information is available to registered users.
What causes does CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC support?
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC supports work in Business promotion.
Where does CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC operate?
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC is headquartered in Washington, DC.
Who funded CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC recently?
In 2025, CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC received grants from AMERICAN ONLINE GIVING FOUNDATION INC, CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC, and AMERICAN ONLINE GIVING FOUNDATION INC. More information on this organization’s funders is available to registered users.
What is the largest grant CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC received in 2024?
The largest grant to CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC in 2024 exceeds $564 thousand.