Certified Financial Planner Board of Standards (CFP Board)

Grid Insight

About

CFP Board is a nonprofit, founded in 1985, that sets and enforces the requirements for CERTIFIED FINANCIAL PLANNER (CFP) certification. It upholds standards of competence and ethics for financial planners who put clients' interests first. It partnered with Project Equity in 2025-26.

Why employee ownership

Share why employee ownership matters to this organization.

Add why employee ownership matters

Focus on EO

Not yet

Services and Fees

List the services and fees this organization offers.

Add services and fees

Organization type

Service Provider

Services Offered

Education: Certification

Ask Zolid AI

How do I figure out which path fits my company?What are the motivations of third party buyers?What are the different types of employee ownership?

Join the Grid to view company details

Join the Grid

Mentions1

Join the Grid to view mentions

Join the Grid

Affiliated Organizations

No affiliated organizations yet.

Add organization

Curators1

People who have contributed edits to this page.

Oct 2026

Zolid AI

+471/−0

Talk it through.

Talk it through.

Certified Financial Planner Board of Standards (CFP Board)

Add this org to the EO Market Map

About

Why employee ownership

Services and Fees

Organization type

Services Offered

Ask Zolid AI

Join the Grid to view company details

Mentions1

Join the Grid to view mentions

Affiliated Organizations

Curators1