CFP Board

CFP Board

Non-profit-Organizations

Washington, DC
United States
Company Tagline

CFP Board of Standards & CFP Board Center for Financial Planning — CONFIDENCE TODAY, SECURITY TOMORROW.

Industry Category
Non-profit-Organizations
Company Description

CFP Board is a leading professional body dedicated to advancing the financial planning profession in the United States. Comprising two affiliated organizations, CFP Board of Standards and CFP Board Center for Financial Planning, CFP Board is committed to ensuring the public benefits from competent and ethical financial planning. The organization sets and upholds high standards for financial planning practices.

CFP Board administers the highly respected CERTIFIED FINANCIAL PLANNER® certification, widely recognized as the gold standard for financial planners by the public, advisors, and firms alike. With nearly 100,000 CFP® professionals in the U.S., CFP Board plays a crucial role in shaping the financial landscape. The primary address of CFP Board is 1425 K St. NW, Suite 800, Washington, DC 20005, US.

CFP Board Center for Financial Planning is dedicated to addressing diversity and workforce development challenges. It also conducts and publishes valuable research that contributes significantly to the financial planning profession’s knowledge base. CFP Board remains focused on building confidence today and ensuring security tomorrow for individuals and families across the nation. We invite the manager of CFP Board to create a customized and exclusive company showcase and product listing on our platform to further enhance your reach and impact.

CFP Board est un organisme professionnel de premier plan voué à faire progresser la profession de la planification financière aux États-Unis. Composé de deux organisations affiliées, le CFP Board of Standards et le CFP Board Center for Financial Planning, CFP Board s'engage à faire en sorte que le public bénéficie d'une planification financière compétente et éthique. L'organisation établit et maintient des normes élevées pour les pratiques de planification financière.

CFP Board administre la certification CERTIFIED FINANCIAL PLANNER® hautement respectée, largement reconnue comme la référence en matière de planification financière par le public, les conseillers et les entreprises. Avec près de 100 000 professionnels CFP® aux États-Unis, CFP Board joue un rôle crucial dans la formation du paysage financier. L'adresse principale de CFP Board est 1425 K St. NW, Suite 800, Washington, DC 20005, États-Unis.

CFP Board Center for Financial Planning se consacre à relever les défis liés à la diversité et au développement de la main-d'œuvre. Il mène et publie également des recherches précieuses qui contribuent de manière significative à la base de connaissances de la profession de la planification financière. CFP Board reste axé sur le renforcement de la confiance aujourd'hui et sur la garantie de la sécurité de demain pour les particuliers et les familles à travers le pays. Nous invitons le gestionnaire de CFP Board à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore votre portée et votre impact.

Key Personnel / Employees
Philip Herzberg CFP® CDFA® CTFA AEP® MSF Cary Carbonaro CFP® Professional MBA Lori Loker Dallas W. Coffman CLU® ChFC® EA CFP®

Compare Companies Side by Side

Compare CFP Board with 3 companies in Non-profit-Organizations

4 Companies
Comparison Field
CFP Board
CFP Board
Main Company
Finocontrol®
Finocontrol®
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Suitable Life Group
Suitable Life Group
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Money Square
Money Square
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Founded Year
2020 2017 2023
Company Size
11-50 2-10 2-10
City
Washington, DC Bhubaneswar, Odisha Poole, England
Country
United States India
Skills & Keywords Comparing with main company
19 Total Skills
Financial Planning CFP Certification Financial Advice Retirement Planning Financial Professionals Financial Standards Non-profit CFP Board financial planning retirement planning personal finance financial advice financial advisor financial adviser financial analyst financial consultant professional certification CFP Board Center for Financial Planning CFP Board of Standards
15 Total 15 Unique
Unique Skills:
business corporate finance economy Education educator entrepreneurship +9
12 Total 12 Unique
Unique Skills:
business planning buy to let estate planning financial life coaching financial life planning inheritance tax planning +6
7 Total 7 Unique
Unique Skills:
budgeting financial freedom investing money management saving +1
4
Total Companies
2017
Oldest Founded
2
Countries
52
Unique Skills

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Alternative Company Names

This company is also known as

CFP Board CFP 理事会 सीएफपी बोर्ड مجلس تخطيط شهادة المهارة المالية সিএফপি বোর্ড СОВЕТ CFP