Overview
What is Certified Financial Planner Board Of Standards Inc?
Certified Financial Planner Board of Standards Inc is a Washington, D.C.-based nonprofit organization dedicated to upholding the CFP certification as the standard for ethical and competent personal financial planning. Established with a mission to benefit the public, it grants the CFP certification and focuses on five strategic priorities: standards and certification, access, awareness, community and regulatory engagement, and workforce. To increase public awareness and understanding of financial planning and the value of CFP professionals, the organization implements a public awareness campaign via various media platforms, including television, radio, social media, and online advertising. The CFP Board currently employs 135 individuals in pursuit of its strategic objectives.
Official website here: www.cfp.net
Is Certified Financial Planner Board Of Standards Inc legitimate?
Certified Financial Planner Board Of Standards Inc is a legitimate nonprofit organization registered as a 501(c)(3) entity. Certified Financial Planner Board Of Standards Inc submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
Here are some key statistics you may want to consider:
Executive Compensation: $5,462,263
Professional Fundraising Fees: $13,076
Other Salaries and Wages: $9,011,935
For more financial information, click here
What is the mission statement of Certified Financial Planner Board Of Standards Inc?
The Certified Financial Planner Board of Standards Inc aims to benefit the public by granting the CFP certification and upholding it as the standard of excellence for competent and ethical personal financial planning. Their current strategic plan focuses on five priorities, including standards and certification, access, awareness, community and regulatory engagement, and workforce. One of their initiatives to increase public awareness of the CFP certification is through a multi-faceted campaign that utilizes various forms of media, including television, radio, social media, online advertising, and media sponsorship. They have also developed a consumer-targeted website, LetsMakeAPlan.org, to increase awareness and understanding of the value of financial planning and how a CFP professional can improve financial well-being. Since its launch in 2011, their campaign has successfully increased awareness of the CFP certification among their target audience.
Official website here: www.cfp.net
Who is the CEO of Certified Financial Planner Board Of Standards Inc?
Kevin R Keller is the Principal Officer of Certified Financial Planner Board Of Standards Inc. The CEO's salary of Certified Financial Planner Board Of Standards Inc is $527,875 and their total compensation is $624,933.
Official website here: www.cfp.net
What is the revenue of Certified Financial Planner Board Of Standards Inc?
Certified Financial Planner Board Of Standards Inc's revenue in 2022 was $48,603,332.
Official website here: www.cfp.net
Who are the executives of Certified Financial Planner Board Of Standards Inc and what are their salaries?
The average compensation at Certified Financial Planner Board Of Standards Inc during 2022 was $107,216. There are 135 employees and 823 volunteers at Certified Financial Planner Board Of Standards Inc.
Here are 30 key members and their salaries (Certified Financial Planner Board Of Standards Inc's CEO's salary is $527,875 and their total compensation is $624,933):
- Kevin Keller (Chief Executive Officer)
- Leo Rydzewski (General Counsel)
- Elizabeth Stewart (Chief Operating Officer)
- Roger Myers Jr (Stategic Advisor To Ceo)
- Thomas Sporkin (Managing Director)
- Maureen Thompson (Vp Of Public Policy)
- Joseph Maugeri (Managing Director)
- Erin Koeppel (Director)
- Adam Zajac (Director)
- John Loper (Managing Director)
- Kevin Yea (Chief Financial Officer)
- James Katsaounis (Managing Director)
- Tim Stiffel (Director)
- D A Abrams (Director)
- Kamila Elliott Cfp (Board Chair) [Trustee/Director]
- Matt Boersen Cfp (Board Member) [Trustee/Director]
- Roberta Karmel Cfp (Board Member) [Trustee/Director]
- Liz Miller Cfp Cfa (Board Member) [Trustee/Director]
- Ron Green Cfp (Board Member) [Trustee/Director]
- Latha Ramchand Cfp (Board Member) [Trustee/Director]
- Natalie Wolfsen Cfp (Board Member) [Trustee/Director]
- Dan Moisand Cfp (Board Member) [Trustee/Director]
- Alex Rozman Cfp (Board Member) [Trustee/Director]
- Aneri Jambusaria Cfp (Board Member) [Trustee/Director]
- Rick Sherlock Cfp (Board Member) [Trustee/Director]
- Nancy Smith Cfp (Board Member) [Trustee/Director]
- Louis Barajas Cfp (Board Member) [Trustee/Director]
- Terri Kallsen Cfp (Board Member) [Trustee/Director]
- Peter Rohr Cfp (Board Member) [Trustee/Director]
- Martin Seay Ph D Cfp (Board Member) [Trustee/Director]
Official website here: www.cfp.net
Where can I find the form 990 for Certified Financial Planner Board Of Standards Inc?
The Certified Financial Planner Board Of Standards Inc’s most recent form 990 was submitted in 2022 and can be accessed here
Official website here: www.cfp.net
Learn more at the official website: www.cfp.net
Mission Statement of Certified Financial Planner Board Of Standards Inc
The Certified Financial Planner Board of Standards Inc is dedicated to enhancing public benefit by granting the CFP certification for ethical and competent personal financial planning. This respected organization prioritizes upholding the CFP certification as a mark of excellence in the field. Currently, their strategic plan centers around five key priorities: Standards & Certification, Access, Awareness, Community & Regulatory Engagement, and Workforce.
One significant aspect of their mission is raising public awareness of the CFP certification. To this end, the Certified Financial Planner Board of Standards Inc has executed a multi-faceted public awareness campaign. This campaign encompasses a range of media platforms, including broadcast, cable and streaming television, radio, social media, online advertising, and media sponsorship. Furthermore, they maintain and regularly update relevant content on Let's Make a Plan.org—a consumer-focused website designed to increase public awareness and comprehension of financial planning and the role of a CFP professional in improving financial well-being. Since its inception in 2011, this campaign has succeeded in increasing awareness of the CFP certification among their target demographic, with the majority expressing that they have heard of the designation.
Impact
This information is meant to be a general summary of Certified Financial Planner Board Of Standards Inc. Please take the time to review official sources before making any decisions based upon the content provided here.
Thursday, August 15, 2024
Certified Financial Planner Board Of Standards Inc's impact lies in benefiting the public through granting the CFP certification as the standard of excellence for competent and ethical personal financial planning. The organization's strategic priorities include building public awareness of the CFP certification through various channels such as broadcast, cable, and streaming television, radio, social media, online advertising, and media sponsorship. Additionally, they maintain and update relevant content on letsmakeaplan.org to increase the public's awareness and understanding of the value of financial planning and how a CFP professional can help improve financial well-being. Since its launch in 2011, their public awareness campaign has significantly increased awareness of the CFP certification among their target audience.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2022.
- Assets and Liabilities:
Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
CERTIFICATION FEES
Revenue
$19,866,872
PUBLIC AWARENESS FEES
Revenue
$14,006,059
EXAM FEES
Revenue
$7,917,574
EDUCATIONAL FEES
Revenue
$2,312,623
APPLICATION FEES
Revenue
$1,038,225
Organization Details
Founding Year
1985
Phone
(202) 379-2200
Principal Officer
Kevin R Keller
Main Address
1425 K STREET NW 800, WASHINGTON, DC, 20005
Website
www.cfp.net
NTEE Category
Code: S41 - Community improvement
If you are a representative of Certified Financial Planner Board Of Standards Inc and wish to learn more about how Give Freely can help you raise funds, please click here: https://givefreely.com/nonprofits/. Our services are offered at no cost to your organization.