2025 · 1st Quarter (Jan 1 - Mar 31)

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

Filed by CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC..

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Source-reported fields

Filing overview

Type: Registration - Amendment
Posted: Apr 7, 2025
Income: Not reported
Expenses: Not reported
Registrant: CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
Client: CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
Filing UUID: 642005d4-f57f-4eac-bf4f-29f92ab17f6c
Termination date: Not reported

Literal source text

Lobbying issues and bill citations

FIN · Financial Institutions/Investments/Securities

Issues related to tax incentives for financial planning and financial planners, use of 529 plans for certification expenses, fiduciary duty for financial advice

LBR · Labor Issues/Antitrust/Workplace

Issues related to tax incentives for financial planning and financial planners, use of 529 plans for certification expenses, fiduciary duty for financial advice

TAX · Taxation/Internal Revenue Code

Issues related to tax incentives for financial planning and financial planners, use of 529 plans for certification expenses, fiduciary duty for financial advice

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