CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

Lobbying for CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.

Filing 1st Quarter - Amendment

1st Quarter (Jan 1 - Mar 31) 2025 · District of Columbia · House · Senate · $50,000.00 expenses · posted Apr 21, 2025

Lobbying activity 3

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

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

Labor Issues/Antitrust/Workplace

Use of 529 plans for certification expenses

Source: federal Lobbying Disclosure Act filing. Bills are parsed from the activity descriptions.