Vendor
CFP Board
CFP Board is a non-profit organization that certifies financial planners and promotes the CFP® certification as the standard for financial planning, ensuring ethical and competent financial advice.
Washington, D.C., US
Official websiteSector footprint
One company, every side of the market
WealthThis site
CFP Board
CFP Board is a non-profit organization that certifies financial planners and promotes the CFP® certification as the standard for financial planning, ensuring ethical and competent financial advice.
Capability matrix
| Capability | CFP Board |
|---|---|
| Lead Gen & Referral Networks | ● |
Parent organization
CFP Board
Founded
1985
Scale
1 sector presence