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CFP Reviews

Updated Jul 8, 2014

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2.0 4 reviews

4 Employee Reviews
Relevance Date Rating
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    • Culture & Values
    • Work/Life Balance
    • Senior Management
    • Comp & Benefits
    • Career Opportunities

     

    A do-gooder place to work and make a difference in the Financial Services industry.

    Manager (Former Employee) Washington, DC

    ProsWell defined connection between core values, mission and annual goals/ strategies all the way down to day-to-day operations.

    ConsOffice politics could get obnoxious at times, and some of the personalities at the top are a bit much to be exposed to on a daily basis. It is difficult (though neccessary) to listen to opinions on every little detail from the 70K+ advisors that make up the CFP population.

    Advice to Senior ManagementChoose outside consultants carefully. Some do more harm than good.

    Yes, I would recommend this company to a friend – I'm optimistic about the outlook for this company

    • Culture & Values
    • Work/Life Balance
    • Senior Management
    • Comp & Benefits
    • Career Opportunities

     

    So much potential, but so few results and little planning and follow through.

    Anonymous Employee (Former Employee)

    ProsOne of the few compliments I can give this organization is the quality of staff at the Director level (sometimes) and below. Support/administrative, professional and manager level staff were in general bright, competent, and honest individuals. I mostly encountered pleasant people in my five years at CFP Board.

    ConsHowever, imho upper management lacked the cohesion, thoughtfulness and perhaps even desire to provide a positive and productive work environment for staff and conduct their core business in a proper manner. Some personalities at the upper mgmt level are less than savory or pleasant individuals.

    In general, my experience with the "leadership" team could be characterized by poor communication, less-than-straightforward feedback and coaching, and little support for professional development activities. Some departments were a revolving door, often leaning on temp staff, and it was often difficult to get things done. High-level decisions and strategy often seemed short-sighted and reactionary.

    Advice to Senior ManagementI'd have to say that the review from April 6, 2011 is spot on. There was a lot of talk about core organizational principles and leadership values, but I didn't see much of those play out. Feedback was one-way and it seemed to really be a "take it or leave" environment where only "yes men" and group think was rewarded. I think management needs to really consider the environment they're fostering if they intend to retain strong/talented staff.

    No, I would not recommend this company to a friend – I'm not optimistic about the outlook for this company

    • Culture & Values
    • Work/Life Balance
    • Senior Management
    • Comp & Benefits
    • Career Opportunities

     

    Very stuffy environment, little room for growth

    Administrative Assistant (Former Employee) Washington, DC

    ProsGood office location, nice and clean space, quiet office.

    ConsVery stuffy environment with little growth potential. Rely too heavily on bringing in external help that turnover at the lower levels is very high.

    No, I would not recommend this company to a friend

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    • Work/Life Balance
    • Senior Management
    • Comp & Benefits
    • Career Opportunities

     

    Learned a great deal however consistent, thoughtful leadership was lacking throughout my experience.

    Anonymous Employee (Former Employee) Washington, DC

    ProsWorking with good people who do good work on behalf of the American public. Good location. Great environment (aesthetics). Relatively small staff.

    ConsSenior staff are largely incompetent. Very poor communication between departments due to senior staff's territoriality. Far too much "smoke and mirrors" for so small an organization.

    Advice to Senior ManagementBe authentic. Be confident - equally aware of your ability and fallibility. Exemplify the organizational values. Lead by example. Institute 360 feedback.

    No, I would not recommend this company to a friend

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