2026 · 3rd Quarter (July 1 - Sep 30)

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: 3rd Quarter - Report
Posted: Oct 15, 2026
Income: Not reported
Expenses: $60,000.00
Registrant: CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
Client: CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
Filing UUID: f8621914-af50-44d8-a654-b675bcfae199
Termination date: Not reported

Expense method: A

Literal source text

Lobbying issues and bill citations

TAX · Taxation/Internal Revenue Code

tax incentives for financial planning and casualty and theft loss deduction

RET · Retirement

General retirement issues impacting personal finance

BAN · Banking

Issues surrounding financial fraud and scams

Relationship and amount limits

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