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Insights

Large Certified Financial Planner Pool CFP Board oversees nearly 100,000 CFP® certified financial planners in the U.S., offering a significant market of professionals for potential partnerships or service provision.

Presence in Diverse Financial Technology Stack CFP Board employs various technology tools like Linkedin Ads, Facebook Pixel, and Zoom, indicating a tech-savvy approach that aligns with modern sales and business development strategies.

Research-Driven Professional Development Focus The CFP Board Center for Financial Planning conducts research to enhance the financial planning profession, presenting collaboration opportunities for firms looking to align with cutting-edge insights.

Strategic Location in Washington, DC Situated in Washington, DC, a hub for regulatory decisions and financial policy-making, CFP Board's proximity to key stakeholders provides a strategic advantage for sales engagement and advocacy efforts.

Revenue Potential and Industry Recognition With revenue ranging between $10M - $50M and the prestigious CFP® certification widely recognized in the industry, engaging with CFP Board presents the possibility of lucrative partnerships in the financial planning sector.

Similar companies to CFP Board

CFP Board Tech Stack

CFP Board uses 8 technology products and services including Linkedin Ads, Facebook Pixel, cdnjs, and more. Explore CFP Board's tech stack below.

  • Linkedin Ads
    Advertising
  • Facebook Pixel
    Analytics
  • cdnjs
    Content Delivery Network
  • AMS
    E-commerce Platforms
  • Microsoft Excel
    Editors
  • Juniper Networks
    IT Infrastructure & Operations Management
  • Imperva
    Security
  • Zoom
    Web Conferencing

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
33%
First@cfp.netJohn@cfp.net
30%
First_Last@cfp.netJohn_Doe@cfp.net
23%
FirstLast@cfp.netJohnDoe@cfp.net
14%

Frequently Asked Questions

Where is CFP Board's headquarters located?

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CFP Board's main headquarters is located at 1425 K St. NW Suite 800 Washington, DC 20005 US. The company has employees across 6 continents, including North AmericaAfricaEurope.

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.

How much revenue does CFP Board generate?

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As of September 2024, CFP Board's annual revenue reached $35M.

How many employees does CFP Board have currently?

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As of September 2024, CFP Board has approximately 240 employees across 6 continents, including North AmericaAfricaEurope. Key team members include Chief Executive Officer And Founder: K. E.CFO: R. M.Chief Financial Officer: K. Y.. 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 Linkedin AdsFacebook PixelcdnjsAMSMicrosoft ExcelJuniper NetworksImpervaZoom.

What is CFP Board's email format?

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CFP Board's email format typically follows the pattern of . 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

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 nearly 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 St. NW Suite 800 Washington, DC 20005 US
Phone number
Website
cfp.net
Founded
1985
Employees
201-500

Section iconMedia & News

Section iconFunding & Financials

  • $10M$50M

    CFP Board's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    CFP Board's revenue is in the range of $10M$50M

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