Mission
THE MISSION OF CFP BOARD CENTER FOR FINANCIAL PLANNING, A 501(C)(3) NONPROFIT ORGANIZATION, IS TO ADVANCE COMPETENT AND ETHICAL FINANCIAL PLANNING AND EXPAND CFP PROFESSIONAL DIVERSITY FOR THE BENEFIT OF THE PUBLIC.
Public Charity
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING is a nonprofit organization categorized as Public Charity based in WASHINGTON, DC. Its most recent IRS filing (2024) reports revenue of $8.4M, expenses of $9.8M, total assets of $45.9M. Imperigo tracks 44 reported grant relationships connected to this organization totaling approximately $4.0M.
EIN: 742385850
WASHINGTON, DC
Chambers of Commerce & Business Leagues
NTEE: S41
Latest filing: 2024
Total Revenue$8.4M
Total Expenses$9.8M
Total Assets$45.9M
Grant Records44
Funding Total$4.0M
Filing Years2019–2024
Where $100 goes at Certified Financial Planner Board of Standards Center for Financial Planning
How Certified Financial Planner Board of Standards Center for Financial Planning divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.
$90
Programs
the work itself
$9
Management
running the organization
$1
Fundraising
raising the next dollar
Inside the $90 for programs
$86
Academics, scholarships and contentcfp board center for financial planning administers scholarship programs that assist individuals aspiring to become a cfp professional with completing the education and exam requirements…
$4
Pro bonocfp board center for financial planning recognizes that pro bono financial planning not only benefits those served but also enhances the profession and helps build the financial…
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
PUBLIC, SOCIETAL BENEFIT
$624,450
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
GENERAL SUPPORT
$365,000
GENERAL SUPPORT
$365,000
GENERAL SUPPORT
$110,000
Showing up to 5 of 44 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 | $8.4M | $9.8M | $45.9M |
| 2023 | $4.5M | $7.5M | $54.3M |
| 2022 | $48.6M | $53.4M | $82.4M |
| 2020 | $43.0M | $44.3M | $64.6M |
| 2019 | $44.5M | $41.1M | $59.4M |
Between 2019 and 2024, reported annual revenue declined from $44.5M to $8.4M (-81%), with total assets most recently reported at $45.9M.
Interactive year-over-year charts and full filing details available with membership.