Washington, D.C. · Nonprofit
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING (Washington, D.C.) receives grants from 15 organizations whose IRS filings report $2,879,429 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($1,130,605). 9 of them have funded it in more than one year, and 98% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2024
- $8.4M
- Funders on record
- 15
- Grants received
- $2.9M
- Net assets
- $33M
What Certified Financial Planner Board of Standards Center for Financial Planning does
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.
As stated on its FY2024 Form 990.
Programs
On its FY2023 return the organization reported a significant change in how it conducts a program.
A related 501c6 organization, certified financial planner board of standards, inc, began operations in 2023, assuming responsibility for several program services previously undertaken by the organization.
Its own explanation, from Schedule O of that return (Part III, line 3).
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 for cfp certification.these scholarships are supported by the generous donations of sponsors and donors who realize the benefit of creating a more diverse and sustainable financial planning profession. Each scholarship has different requirements, application processes and deadlines to follow to be eligible for consideration.cfp board center for financial planning has a comprehensive research agenda that develops deep and leading insights that assess the impact of financial planning on clients' well-being, track trends, and gauge professionals and the public's perceptions on critical financial planning topics. In 2023, cfp board center for financial planning collaborated with 3 well-respected academic researchers to develop a definition of financial well-being that will serve as the basis of a 10-year longitudinal study, launching in 2024, that will track the impact of professional financial planning advice on the well-being of individuals and families. Also in…
$4,922,976 spent$1,847,785 earned by the program95% of program spendingProbono-cfp 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 planning workforce of the future. Cfp board center for financial planning partners with the foundation for financial planning to help make pro bono opportunities, training and resources available to all cfp professionals.15,504 cfp professionals reported 330,192 hours of pro bono financial planning in 2023 and our goal is to grow the number of cfp professionals providing pro bono service to over 25,000 by the end of 2026.
$278,331 spent5% of program spending
The 2 programs described on its FY2023 Form 990, listed largest first by expense. Program spending in total: $5,201,307.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $82M to $54M (−34%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
44% of CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING’s revenue is contributions — about as donation-reliant as the typical peer (61% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Kevin Keller
Chief executive officer
As listed on its FY2024 Form 990.
Who funds it, year by year
2017 → 2023: the base narrowed from 6 funders to 3 funders, grant income rose $147k → $255k.
11 of 15 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 98% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
Left out of every figure on this page: $750k from one payer (the payer shares this organization's board, largest Certified Financial Planner Board of Standards Inc). These are real filings, and they are not money CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING raised.
From the IRS filings of CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING leans on a few funders — its largest provides 39% of grant income and the top three 80%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
98% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING.
Largest funder’s share by year: 2017 61% · 2018 49% · 2019 37% · 2020 39% · 2021 47% · 2022 53% · 2023 60% — broadly stable.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
23% of CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING's funders are still giving 3 years after their first grant; 60% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
98% of CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $50k that is directly attributable, 100% of it comes from funders outside Washington, D.C., across 4 states.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $2.8M arriving through sponsors registered in 10 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING's revenue fell 78% between 2017 and 2024.
this organization peer median middle 50% of peers· 4,203 community improvement nonprofits $1M–$10M, FY2024
Organizations like CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Washington, D.C.
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
75% of spending goes to programs.
Governance
Public support
93%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 34 states
Part of a family of 1 related entity
- Certified Financial Planner Board of Standards Inc · exempt
Screen this organization
A dated, signed PDF of the compliance screen for CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING?
- CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING (Washington, D.C.) receives grants from 15 organizations whose IRS filings report $2,879,429 to it, the largest being DONOR ADVISED CHARITABLE GIVING INC ($1,130,605). 9 of them have funded it in more than one year, and 98% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING have?
- IRS filings report 15 organizations giving $2,879,429 in grants to CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING, 9 of which have funded it in more than one year.
- Who is the largest funder of CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING?
- DONOR ADVISED CHARITABLE GIVING INC is the largest funder on record, with $1,130,605 in grants. The full list of funders is on this page.
- How can an organization like CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS CENTER FOR FINANCIAL PLANNING find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Washington, D.C.. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 15 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing