CFP Board of Directors Positions Open

CFP® Certificants in the News

Here is your chance to add your client-facing, practical financial planning perspective to CFP Board’s governing body in 2022. The following excerpt was taken from the CFP BOARD REPORT published on May 20, 2021.

“CFP Board is now accepting applications from individuals interested in serving on CFP Board's Board of Directors (Board), the strategic governing body of the organization, beginning in January 2022.

This year, the Board’s Nominating Committee is seeking self-nominations of individuals with CFP® certification, or those with a deep professional understanding of the financial planning industry, to answer the call to serve the public through board representation.

To complement the skills and experience of existing board members, the Board’s Nominating Committee is seeking candidates with one or more of the following characteristics:

  • A representative from a major national Registered Investment Adviser;
  • A representative from a national direct retail financial services firm;
  • A representative from a large wirehouse;
  • A program director or faculty member from a CFP Board Registered Program.

To learn more about this opportunity, review the Position Description outlining the duties of a Board Director and download a Board of Directors Application. (Please remember to save the form to your computer before filling it out)”

If you or someone you know has an interest, the deadline for submitting an application is June 10, 2021.