CFP Board (Washington, DC)


  • Name:Eddy Demirovic
  • Title:Project Manager, Public Policy & Communications

Organization Address

  • Organization Name:CFP Board
  • Address:1425 K St NW
    Suite 800
    Washington, DC 20005
    United States

Organization Phone

  • Main phone:2023792253

Organization Web

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User Email


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  • Mission:
  • CFP Board's mission is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

  • Year established:1985
  • Endowment:Unknown

Board and Executive Names

  • Board Members / Trustees:
  • V. Raymond Ferrara, CFP®, 2014 Chair

    Richard P. Rojeck, CFP®, 2014 Chair-Elect

    Blaine Aikin, CFA, CFP®, AIFA®

    John R. Connell, CPA/PFS, JD, CVA

    Charles G. Goldman

    Michael R. Greene, CFP®

    Robert Hayden, JD, CFP®

    Susan Hirshman, CFP®, CFA, CDFA

    Eva I. Kampits, Ph.D.

    Arthur B. Laby, JD, Professor

    Thomas C. Nelson, Ph.D.

    G. Joseph Votava, Jr., CFP®, CPA, JD

    Kimberly Wright-Violich

  • Executive Director / President:
  • Kevin Keller, CEO


  • Organization type:Grantseeker
  • Country of registration:United States
  • Tax Determination Letter:Received Determination Letter
  • IRS Section:501(c)(3)
  • IRS Subsection:509(a)(2)
  • Tax ID:74-2385850

IRS Business Master File Information

  • EIN:742385850
  • Sort (Secondary) Name:
  • Care Of Name:
  • Organization Address:1425 K ST NW STE 800
  • Organization City:WASHINGTON
  • Organization State:DC
  • Organization Zip:20005-3673
  • Group Exemption Number:0000
  • Subsection Code:03
  • Classification Code(s):2
  • Subsection/Classification Desc.:Educational Organization
  • Affiliation Code:3
  • Ruling Date:December, 1985
  • Deductibility Code:1
  • Foundation Code:16
  • Foundation Code Desc.:Organization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes. 509(a)(2)
  • Activity Code(s):914
  • Activity Code Desc.(s):Achievement pries of awards
  • Organization Code:1 (Corporation)
  • Exempt Org. Status Code:01 (Unconditional Exemption)
  • Tax Period:December, 2016
  • Filing Requirement Category:01 (990 (all other) or 990EZ return)
  • Accounting Period:December
  • NTEE Code:S41
  • Asset Amount:$45,472,744
  • Asset Code:8 ($10,000,000 - $49,999,999)
  • Income Amount:$43,419,487
  • Income Code:8 ($10,000,000 - $49,999,999)
  • 990 Revenue Amount:$35,371,338
  • Last Updated:2/25/2018 5:10:58 pm

This information is directly from the IRS Exempt Organization Business Master File at Exempt Organizations Business Master File Extract. This information is not under the control of the Common Grant Application and is collected and compiled and can only be changed by the IRS.