Mission
THE MISSION OF CFP BOARD OF STANDARDS, INC IS TO CREDENTIAL COMPETENT AND ETHICAL FINANCIAL PLANNERS, UPHOLD CFP CERTIFICATION AS THE RECOGNIZED STANDARD AND ADVANCE THE FINANCIAL PLANNING PROFESSION.
Public Charity
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC
Based in WASHINGTON, DC, CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC operates as a Public Charity. The organization reported $65.2M in revenue, $63.0M in expenses, $53.5M in total assets for fiscal year 2024. Imperigo tracks 3 reported grants from this foundation totaling approximately $900K.
EIN: 352787547
WASHINGTON, DC
Latest filing: 2024
Total Revenue$65.2M
Total Expenses$63.0M
Total Assets$53.5M
Grants Given3
Grant Total$900K
Filing Years2023–2024
Sample Grants Given
TO SUPPORT THE CENTER'S ONGOING EFFORTS TO ADVANCE COMPETENT AND ETHICAL FINANCIAL PLANNING AND EXPAND CFP PROFESSIONAL DIVERSITY FOR THE BENEFIT OF THE PUBLIC.
$563,723
TO SUPPORT THE CENTER'S ONGOING EFFORTS TO ADVANCE COMPETENT AND ETHICAL FINANCIAL PLANNING AND EXPAND CFP PROFESSIONAL DIVERSITY FOR THE BENEFIT OF THE PUBLIC.
$186,643
SPONSORSHIP-BOOTH SPONSORSHIP AT GIRL SCOUTS ANNUAL CONVENTION IN JUNE 2023, OPPORTUNITY TO TALK WITH HUNDREDS/THOUSANDS OF HIGH SCHOOL AGED GIRLS FROM ACCRSS THE COUNTRY ABOUT THE FINANCIAL PLANNING DEGREE AND CAREER
$150,000
Showing up to 5 of 3 total records — full history available with membership.
Officers & Directors
MANAGING DIRECTOR
Adam Zajac
BOARD MEMBER
Aneri Jambusaria Cfp Mba
CHIEF OPERATING OFFICER
Dane Snowden
BOARD MEMBER
Elisse Walter Jd
BOARD MEMBER
Elizabeth K Miller Cfp Cfa
CHIEF OPERATING OFFICER THRU 01/24
Elizabeth Stewart
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $65.2M | $63.0M | $53.5M |
| 2023 | $58.7M | $55.7M | $51.5M |
Between 2023 and 2024, reported annual revenue grew from $58.7M to $65.2M (+11%), with total assets most recently reported at $53.5M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in DC, NY.
DCNY
Full geographic grant map with state-by-state breakdown available with membership.