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CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER® certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning. CFP® certification is held by more than 100,000 people in the U.S. CFP Board Center for Financial Planning addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge. Learn more at http://www.CFP.net. Join CFP Board's LinkedIn group at: http://www.linkedin.com/groups?=&gid=3020476

Website http://www.cfp.net
Revenue $34.3 million
Employees 356 (356 on RocketReach)
Founded 1985
Address 1425 K St. NW Suite 800, Washington, District of Columbia 20005, US
Phone +1 800-487-1497
Fax (202) 379-2299
Technologies
Industry Non-profit Organizations, Membership Organizations, Banking, Certified Financial Planner Board of Standards Inc., Organizations, Financial Services, CFP Board, Lending and Investments, Financial Planning, Finance, Retirement Planning, Professional Services, Personal Finance, Financial Advice, Financial Advisor, Financial Adviser, Financial Analyst, Financial Consultant, Professional Certification
Web Rank 242188
Web Visits 207260
Keywords Financial Planning, Financial Planning Certification, Certified Financial Planner, Cfp Professional, Financial Advisor, Personal Finance, Wealth Management, Retirement Planning, Investment Planning, Estate Planning, Tax Planning, Financial Education, Financial Literacy, Career Development
Competitors CFA Institute, Financial Planning Association of WNY, AICP (Association of Independent Commercial Producers), Financial Planning Standards Board Ltd., National Association of Personal Financial Advisors, National Fluid Power Association, AFCPE® (Association for Financial Counseling and Planning Education®), Illinois Academy of Family Physicians, Institute of Certified Financial Planners, SFSP Rocky Mountain Chapter +30 more (view full list)
SIC SIC Code 86 Companies, SIC Code 861 Companies
NAICS NAICS Code 81 Companies, NAICS Code 813 Companies

CFP Board Questions

The CFP Board annual revenue was $34.3 million in 2026.

Kevin Keller is the CEO of CFP Board.

356 people are employed at CFP Board.

CFP Board is based in Washington, District of Columbia.

The NAICS codes for CFP Board are [81, 813].

The SIC codes for CFP Board are [86, 861].

Top CFP Board Employees

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