Governance
Annual Reports & Financials
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Request a Copy
As a non-profit organization under section 501(c)(3) of the Internal Revenue Code, CFP Board is required to file an annual financial report — Form 990 — with the Internal Revenue Service. To receive a review copy of CFP Board's latest Form 990 filing, please contact us at kyea@cfpboard.org or 202-379-2267, with your name and mailing address.