Insights

Leadership Expansion The appointment of K. Dane Snowden as CEO in March 2026 indicates a potential shift in strategic priorities, creating opportunities for tailored executive-level solutions or leadership development partnerships.

Digital Innovation CFP Board's recent launch of AI-driven exam preparation tools and establishment of an AI Working Group demonstrates a commitment to digital transformation, opening avenues for AI, machine learning, and innovative EdTech solutions.

Brand Visibility Winning awards for public awareness campaigns and engaging in high-profile events like the Power Women Design Summit suggests a focus on brand enhancement, providing opportunities for marketing, branding, and communication services.

Workforce Development With a dedicated Center for Financial Planning addressing diversity and workforce growth, there is a potential to collaborate on diversity consulting, training programs, and HR technology solutions aimed at expanding and diversifying the financial planning workforce.

Industry Engagement Active participation in events like the FCS Portfolio Awards and partnerships with recruitment firms such as Spencer Stuart highlight ongoing efforts to attract talent and promote industry best practices, presenting opportunities in talent management, recruitment technology, and professional development platforms.

Similar companies to CFP Board

CFP Board Tech Stack

CFP Board uses 8 technology products and services including Reddit Ads, Microsoft Clarity, Cloudflare Web Optimizations, and more. Explore CFP Board's tech stack below.

  • Reddit Ads
    Advertising
  • Microsoft Clarity
    Analytics
  • Cloudflare Web Optimizations
    Analytics
  • Cloudflare CDN
    Content Delivery Network
  • Sitecore
    Content Management System
  • Microsoft 365
    Email
  • Tealium
    Tag Management
  • Microsoft ASP.NET
    Web Frameworks

Media & News

CFP Board's Email Address Formats

CFP Board uses at least 1 format(s):
CFP Board Email FormatsExamplePercentage
First.Last@cfp.netJohn.Doe@cfp.net
35%
First@cfp.netJohn@cfp.net
30%
First_Last@cfp.netJohn_Doe@cfp.net
22%
FirstLast@cfp.netJohnDoe@cfp.net
13%

Frequently Asked Questions

Where is CFP Board's headquarters located?

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CFP Board's main headquarters is located at 1425 k Street Northwest, Suite 800. The company has employees across 6 continents, including North AmericaAfricaSouth America.

What is CFP Board's phone number?

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You can contact CFP Board's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CFP Board's official website and social media links?

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CFP Board's official website is cfp.net and has social profiles on LinkedIn.

What is CFP Board's NAICS code?

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CFP Board's NAICS code is 813 - Religious, Grantmaking, Civic, Professional, and Similar Organizations.

How many employees does CFP Board have currently?

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As of January 2026, CFP Board has approximately 274 employees across 6 continents, including North AmericaAfricaSouth America. Key team members include Ceo: K. R. K.Cfo: R. M.Chief Program Officer: L. D.. Explore CFP Board's employee directory with LeadIQ.

What industry does CFP Board belong to?

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CFP Board operates in the Non-profit Organizations industry.

What technology does CFP Board use?

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CFP Board's tech stack includes Reddit AdsMicrosoft ClarityCloudflare Web OptimizationsCloudflare CDNSitecoreMicrosoft 365TealiumMicrosoft ASP.NET.

What is CFP Board's email format?

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CFP Board's email format typically follows the pattern of First.Last@cfp.net. Find more CFP Board email formats with LeadIQ.

When was CFP Board founded?

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CFP Board was founded in 1985.

CFP Board

Non-profit OrganizationsDistrict of Columbia, United States201-500 Employees

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

Section iconCompany Overview

Headquarters
1425 k Street Northwest, Suite 800
Phone number
Website
cfp.net
NAICS Code
813 - Religious, Grantmaking, Civic, Professional, and Similar Organizations
Founded
1985
Employees
201-500

Section iconFunding & Financials

  • $100M$250M

    CFP Board's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    CFP Board's revenue is estimated to be in the range of $100M$250M

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