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aVenture is an AI-native agentic deep research tool for researching and finding companies and people, and is a high-quality alternative to AlphaSense, CB Insights, Crunchbase, Dealroom, Harmonic, Owler, Perplexity Finance, PitchBook, Preqin, PrivCo, Synaptic, and Tracxn.

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Privacy Terms of service

aVenture Investment Company ("aVenture") is an independent research platform providing detailed analysis and data on startups, venture capital investments, and key industry individuals. It is not a registered investment adviser, broker-dealer, or investment advisor and does not provide investment advice or recommendations. The data provided by aVenture does not constitute recommendations or advice, whether by methodology, analysis, AI-generated content, or a statement written by a staff member of aVenture.

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CFP Board

CFP Board

CFP Board is a U.S. nonprofit body that sets and enforces certification standards for personal financial planning professionals.

: Operating
: 1985
: Washington, DC, US

CFP Board traces its origins to the International Board of Standards and Practices for Certified Financial Planners, an independent certifying body established through an agreement with the College for Financial Planning that received ownership of the CFP® marks, and was later renamed Certified Financial Planner Board of Standards. It comprises two affiliated organizations, the Center for Financial Planning and CFP Board of Standards, and sets and enforces the requirements for CFP® certification across education, examination, experience, and ethics.

Individuals who complete its initial and ongoing certification requirements are authorized to use the CFP® marks in the United States, where CFP Board administers the program's examination and ethics enforcement. Responsibility for administering the certification outside the United States sits with the separate Financial Planning Standards Board, and consumers can locate credentialed planners through CFP Board's Let's Make a Plan site.

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NAPFA

napfa.org

Association of Fundraising Professionals

afpglobal.org

CFA Institute

cfainstitute.org

All4Ed

all4ed.org

Council on Foreign Relations

cfr.org

GPN Alliance

gpnalliance.org

ABC Insurance Trust

abc.org

Ccrps

ccrps.org

Space Force Association

ussfa.org

FinOps Foundation

finops.org

Foundation for Economic Education

fee.org

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ballfoundation.org

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charitywatch.org

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Quick Facts

What organizations are similar to CFP Board?

Organizations similar to CFP Board include NAPFA, Association of Fundraising Professionals, CFA Institute and All4Ed.

When was CFP Board founded?

CFP Board was founded in 1985.

Where is CFP Board's headquarters located?

CFP Board's headquarters is located in Washington, DC, US.

Classification

Industry: Financial Planning
Ownership: Nonprofit
Geographic Exposure: United States

Tags: Trade Association