Financial Planning Standards Board Ltd
Public records raise at least one point you should look into before giving.
What it says it does
TO BENEFIT THE GLOBAL COMMUNITY BY ESTABLISHING, UPHOLDING, AND PROMOTING WORLDWIDE PROFESSIONAL STANDARDS IN FINANCIAL PLANNING. (CONTINUED ON SCHEDULE O)FINANCIAL PLANNING STANDARDS BOARD LTD.'S (FPSB) COMMITTMENT TO EXCELLENCE IS REPRESENTED BY THE MARKS OF PROFESSIONAL DISTINCTION CFP, CERTIFIED FINANCIAL PLANNER.
- Income
- $5.2 million
- Spending
- $5.3 million
- Employees
- 15
- Volunteers
- 14
- Highest pay
- $420,082, chief executive officer
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate
Governance
This return does not answer enough of the governance questions to score.
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (3)
- THE FINANCIAL PLANNING STANDARDS BOARD LTD. (FPSB) AFFILIATE ASSESSMENT PROGRAM EVALUATES ALL ASPECTS OF AFFILIATE ORGANIZATIONS' ADMINISTRATION OF FPSB'S LICENSED CERTIFICATION PROGRAMS. ASSESSMENTS ADDRESS: 1) CONTENT ALIGNMENT WITH THE GLOBAL BODY OF KNOWLEDGE, 2) COMPLIANCE WITH GLOBAL FINANCIAL PLANNING PRACTICE STANDARDS AND CFP CERTIFICATION REQUIREMENTS, 3) ORGANIZATIONAL STABILITY AND SUSTAINABILITY TO DELIVER THE CFP CERTIFICATION PROGRAM, AND 4) COMPLIANCE WITH TERMS OF AFFILIATION AGREEMENTS. FPSB REGULARLY ENGAGES WITH AFFILIATES TO EVALUATE STATUS AND IMPLEMENT RECOMMENDATIONS FOR IMPROVEMENTS.
- THE FINANCIAL PLANNING STANDARDS BOARD LTD. (FPSB) LICENSES CERTAIN TRADEMARKS AND OTHER INTELLECTUAL PROPERTY TO AFFILIATES SO THEY CAN ESTABLISH FINANCIAL PLANNING AS A PROFESSION IN THEIR TERRITORY AND THE CFP MARKS AS THE SYMBOL OF EXCELLENCE IN FINANCIAL PLANNING. FPSB REGULARLY CONVENES CALLS AND MEETINGS, INCLUDING AN ANNUAL GLOBAL MEETING, AT WHICH AFFILIATE ORGANIZATIONS CONDUCT THE BUSINESS OF FPSB LEADERS LEARN BEST PRACTICES FROM EACH OTHER AND DEVELOP STRATEGIES FOR ESTABLISHING THE FINANCIAL PLANNING PROFESSION.
- THE FINANCIAL PLANNING STANDARDS BOARD LTD. (FPSB), THROUGH ITS WHOLLY-OWNED SUBSIDIARY, OFFERS FINANCIAL PLANNING EDUCATION AND CERTIFICATION PROGRAMS DIRECTLY IN CERTAIN TERRITORIES TO BUILD THE GLOBAL FINANCIAL PLANNING PROFESSION. AS PART OF THESE EFFORTS, FPSB WILL DELIVER PROGRAMS TO INCREASE FINANCIAL LITERACY, EDUCATE PROFESSIONALS ON THE COMPONENTS OF COMPREHENSIVE FINANCIAL PLANNING AND ESTABLISH A PATHWAY OPPORTUNITY FOR THOSE PROFESSIONALS TO ACHIEVE CFP CERTIFICATION AND PRACTICE COMPREHENSIVE FINANCIAL PLANNING.
Source: Form 990 for the year ending December 31, 2025, filed with the Internal Revenue Service. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(6) business league.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Caution.
The IRS master file records contributions to this 501(c)(6) business league as not deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since June 2004.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.