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CFP Board's Overview

Total employees256
HeadquartersWashington
Founded1985

The Certified Financial Planner Board of Standards, Inc. (CFP Board) is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning. CFP Board sets and enforces the requirements for CERTIFIED FINANCIAL PLANNER™ certification, the standard of excellence for competent and ethical personal financial planning. Its mission 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. CFP Board's work includes setting educational, examination, experience, and ethical requirements for CFP® professionals.

Where is CFP Board's Headquarters?

HQ Function

Serves as the central operational hub for all administrative functions, standard-setting activities, professional conduct enforcement, examination development, and public awareness initiatives.

Notable Features:

Modern office space in a Class A building on K Street, known for housing many advocacy groups and professional organizations. Offers convenient access to public transportation and governmental bodies.

Work Culture:

A mission-driven, professional, and collaborative environment. Employees are dedicated to advancing the financial planning profession and protecting the public. Emphasis on integrity, excellence, and continuous improvement.

HQ Significance:

The Washington, D.C. location allows CFP Board to engage effectively with federal regulatory bodies, government agencies, industry partners, and national media, which is crucial for a national standards and certification organization.

Values Reflected in HQ: The professional and accessible K Street location reflects CFP Board's commitment to seriousness, credibility, stakeholder engagement, and its role as a prominent national organization in the financial planning field.

Location:

CFP Board's primary operations and certification activities are focused on the United States. However, it is a leading member of the Financial Planning Standards Board Ltd. (FPSB), a global organization that owns the CFP certification program outside the U.S. and promotes the CFP marks in 27 countries and territories. Through FPSB, CFP Board collaborates with other international standard-setting bodies to advance the financial planning profession globally.

Street Address:

1425 K Street NW, Suite 800

City:

Washington

State/Province:

D.C.

Country:

USA

CFP Board's Global Presence

Buying Intent Signals for CFP Board

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of CFP Board

As of April 2025, CFP Board' leadership includes:

Kevin R. Keller, CAE - Chief Executive Officer
Leo G. Rydzewski, J.D., CAE - General Counsel and Chief Operating Officer
Lisa H. Lewis, CPA - Managing Director, Finance & Administration and Chief Financial Officer
John Loper, CFP® - Managing Director, Professional Practice
Joseph Maugeri, CFP® - Managing Director, Corporate Relations
Kate Healy, CFP® - Managing Director, Marketing & Communications
Daniel Candura, CFP® - Managing Director, Center for Financial Planning

Investors of CFP Board

CFP Board has been backed by several prominent investors over the years, including:

CFP Board is a non-profit 501(c)(3) organization. It is primarily funded through certification fees, examination fees, public awareness campaign contributions, and grants and sponsorships for specific initiatives like the CFP Board Center for Financial Planning, rather than by traditional equity investors.

Executive New Hires/Exits in the Last 12 Months

Hire1
Exits0

CFP Board appointed Daniel Candura, CFP®, as Managing Director for its Center for Financial Planning in May 2023. No other major executive team hires or departures at the Managing Director level or above were publicly announced in the past 12 months (ending May 2024), indicating stability in senior leadership.

New Appointments:

Daniel Candura, CFP®, Daniel Candura was appointed Managing Director of the CFP Board Center for Financial Planning, bringing extensive experience to lead initiatives fostering a diverse and sustainable financial planning profession.

Technology (Tech Stack) used by CFP Board

Discover the tools CFP Board uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

CFP Board Email Formats and Examples

CFP Board uses standardized email formats for its staff. Based on publicly available information and common organizational practices, the most likely format involves the first initial followed by the last name.

[first_initial][last_name]@cfpboard.org

Format

jdoe@cfpboard.org (example for Jane Doe)

Example

80%

Success rate

News and media

CFP BoardJanuary 24, 2024

CFP Board Reports Growth to Over 98,000 CFP® Professionals in 2023

CFP Board announced that the number of CERTIFIED FINANCIAL PLANNER™ professionals in the U.S. reached 98,875 at the end of 2023, a 3.4% increase from the previous year, marking continued growth and demand in the financial planning profession....more

CFP BoardMay 2, 2024

CFP Board Welcomes Newest CFP® Professionals Following March 2024 CFP® Exam

CFP Board congratulated the 1,999 candidates who passed the March 2024 CFP® Certification Exam. The pass rate for the exam was 68%, contributing to the growing community of CFP® professionals dedicated to high ethical and professional standards....more

CFP BoardApril 16, 2024

CFP Board Center for Financial Planning Announces Recipients of 2024 Scholarships for CFP® Certification

The CFP Board Center for Financial Planning awarded 235 scholarships totaling $1,025,500 to aspiring CFP® professionals from underrepresented populations, aiming to foster diversity within the financial planning profession....more

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