Certified Financial Planner Board of Standards:
The Recognized Standard of Excellence for Personal Financial Planning

Recently Released!!!
Date Published: September 2011
27 Slides

The Certified Financial Planner Board of Standards was founded in 1985. It is based in in Washington, DC, has 65 employees and 62,000 CFP license holders. The Certified Financial Planner Board of Standards is led by its ChairmanBob Glovsky and CEO Kevin Keller. Its web site can be found at www.cfp.net.

The Certified Financial Planner Board of Standards's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Phase
  • Middle Phase
  • Recent Enhancement Phase
Its profile includes the key statistics of the firm, including offices, employees, assets under administration, revenues, & net profits..
Its profile includes detailed outlines of its core services:
  • Certification & Exam
  • Education Programs
And its profile concludes with the highlights of its organizational structure & ownership.

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