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.
Serves as the central operational hub for all administrative functions, standard-setting activities, professional conduct enforcement, examination development, and public awareness initiatives.
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.
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.
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.
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.
1425 K Street NW, Suite 800
Washington
D.C.
USA
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As of April 2025, CFP Board' leadership includes:
CFP Board has been backed by several prominent investors over the years, including:
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.
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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
CFP Board • January 24, 2024
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 Board • May 2, 2024
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 Board • April 16, 2024
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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