Certified Financial Planner Board of Standards, INC.

Non-profit organization

Based in DC

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AI Overview

With $1.4M in lobbying spend across 24 quarterly filings, Certified Financial Planner Board of Standards, INC. is a significant lobbying presence.

$1.4M
Total Lobbying Spend
24
Quarterly Filings
1
Lobbying Firms Used
4
Individual Lobbyists

Spending by Year

YearLobbying Spend
2018$160K
2019$240K
2020$150K
2021$180K
2022$240K
2023$240K
2024$120K
2025$60K

Lobbying Firms

HOLLAND & KNIGHT LLP

What They Lobby For

  • Educating Members of Congress and staff on the Department of Labor's Conflict of Interest Rule.
  • Educating members of Congress and staff on the Department of Labor's Conflict of Interest Rule.
  • Educating Members of Congress and staff on the Department of Labor's Conflict of Interest Rule and financial planning business objectives.
  • Educating members of Congress and staff on financial planning business tax incentives and retirement issues and policy.

Related Investigations

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Data Sources: Senate LDA Filings

Last updated: February 2026

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