CFP Reviews | Glassdoor

CFP Reviews

Updated December 29, 2016
9 reviews

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  1. "CFP"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Administrative Assistant in Washington, DC
    Former Employee - Administrative Assistant in Washington, DC
    Recommends
    Positive Outlook

    I worked at CFP full-time

    Pros

    Great health/retirement benefits, decent professional development, very professional environment, staff-level team wonderful to work with

    Cons

    zero emphasis on work/life balance, extremely limited flexibility


  2. "Leadership Lacking"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - IT Never Mattered
    Former Employee - IT Never Mattered
    Doesn't Recommend
    Neutral Outlook

    Pros

    Great people to work with (Director Level or below),. vacation days, some benefits, office space...Geez, why is this 20 word minimum so difficult to reach? That in itself should tell you something...

    Cons

    Management uncaring except for themselves (the leadership team actually hates each other). Little or no internal controls. At staff meetings, they have a dedicated time to openly make fun of CFPs who are being disciplined and laugh at people who call in. "Unprofessional" is what I would call this organization and its CEO. This place is like a sausage factory and if I were a CFP(R), I'd lose all faith in this organization.

    Advice to Management

    You really need to stop and seriously consider how bad you look. My "perception" (the CEO's favorite word) of this place is not good.


  3. "Compliance Analyst"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Recommends
    Positive Outlook

    I worked at CFP full-time (More than 3 years)

    Pros

    It was a friendly environment with good colleagues. It was a nice atmosphere to work in, with collaborative styles encouraged.

    Cons

    Being a non profit, there did not seem to be a lot of room for growth. Promotions seemed to frequently come from outside rather than inside


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  5. "Good job"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Positive Outlook

    I have been working at CFP full-time

    Pros

    My own office, mentally stimulating, high variety, challenging, fast-paced, not many other employees, not much drama, good hours, good days off

    Cons

    privileged client expectations, surrounded by perfectionists, forms get rejected for any small reason, impatience with mistakes, etc

    Advice to Management

    Nothing to say, everything is fine, anonymity is essential to this, i'm glad feedback like this exists, hope it gets to the right person


  6. Helpful (1)

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

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Doesn't Recommend
    Negative Outlook

    I worked at CFP full-time

    Pros

    One 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.

    Cons

    However, 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 Management

    I'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.


  7. "Very stuffy environment, little room for growth"

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Contractor - Administrative Assistant in Washington, DC
    Former Contractor - Administrative Assistant in Washington, DC
    Doesn't Recommend
    Neutral Outlook

    I worked at CFP as a contractor (Less than a year)

    Pros

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

    Cons

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


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

    Star Star Star Star Star
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Manager in Washington, DC
    Former Employee - Manager in Washington, DC
    Recommends
    Positive Outlook

    I worked at CFP full-time (More than 3 years)

    Pros

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

    Cons

    Office 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 Management

    Choose outside consultants carefully. Some do more harm than good.


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

    Star Star Star Star Star
    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee in Washington, DC
    Former Employee - Anonymous Employee in Washington, DC
    Doesn't Recommend

    Pros

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

    Cons

    Senior 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 Management

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


  10. "Excellent"

    Star Star Star Star Star
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Recommends
    Neutral Outlook

    Pros

    flexible, good exposure, good culture, excellent perks for employees, fast paced environment

    Cons

    Small company, limited advancement opportunities

    Advice to Management

    involve back end employees more, improve operational efficiencies