As the policy-setting body of CFP Board, the Board of Governors (Board) reviews CFP Board’s core operations on a regular, rotating basis. In 2006, the Board selected for review CFP Board’s involvement in education, which encompasses both the educational requirements for initial CFP® certification and the ongoing continuing education requirements for renewal of CFP® certification.

To accomplish its review of education, the Board formed a high-level Education Task Force, comprised of individuals both inside and outside the financial planning profession. The task force reviewed CFP Board’s current educational goals, standards and practices, compared them to those of other certification bodies and to models of best practice, and issued a Report with recommendations to the Board at CFP Board's 2006 Annual Meeting in August 2006. That report was released for public comment, and the task force reviewed those comments and issued its final Report to the Board at its May 2007 meeting.

Download the Final Report of the Education Task Force.

For this task force, CFP Board assembled a group with a broad range of expertise:

Bob Glovsky, JD, LLM, CFP®, Task Force Chair

Glovsky, a member of CFP Board's Board of Governors, is President of Mintz Levin Financial Advisors, LLC. He is also Program Director for the Certificate in Financial Planning program at the Center for Professional Education, Boston University, the largest CFP Board-Registered Program in New England. Glovsky is a practicing financial planner with more than 20 years of experience whose expertise is widely recognized in the media. He received his undergraduate degree from Dartmouth College and both his J.D. and a master's degree in Taxation from Boston University School of Law. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU).

 

Wade Delk

Delk's career has included a position as the Special Assistant to the Chairman of the Republican National Committee and political appointee to the US Department of Commerce. Since 2000 he has been the Executive Director of the National Organization for Competency Assurance (NOCA) and the National Commission for Certifying Agencies (NCCA), a 501(c) 3, non-profit trade association known throughout the industry as the educator, innovator, and champion for professional certification programs, a reputation it has held for more than 28 years.

 

John Ebersole

Ebersole is currently associate provost and dean, Extended Education, at Boston University and has served as associate provost and professor of Management at Colorado State University, assistant dean of the University Extension and director of Strategic Initiatives at the University of California, Berkeley, and dean and associate professor of the School of Management at John F. Kennedy University. Ebersole earned Master of Public Administration and Master of Business Administration degrees from John F. Kennedy University and is a distinguished graduate of the U.S. Naval War College. He holds a Certificate in Management of Learning & Education from Harvard University and a Certificate in Pacific Basin Studies from the University of Southern California. He is pursuing the Sandler Fellowship in Education at Harvard's Kennedy School of Government and completing his dissertation for a doctorate in education from George Washington University.

 

Eva Kampits, Ph.D.

Kampits, Director of the New England Association of Schools and College's Executive Office, has been an educator and consultant for more than 30 years. She has undertaken, led or participated in a number of educational partnerships for the oldest accrediting association in the United States, gaining more than 13 million dollars for collaboration serving its 1,800 institutions. Focusing on educational improvement, Kampits contributes to applied research and development activities that assist educators, the public and policy makers concerned with education and partnerships at all levels, kindergarten through university. Born in Budapest, Hungary, Kampits holds the B.A. degree from Harvard University, the M.A. & Ph.D. from Boston College and a Certificate from the University of Innsbruck (Austria).

 

Al Niemi, Ph.D.

Niemi is dean of the Edwin L. Cox School of Business at Southern Methodist University (SMU) and holds the Tolleson Chair in Business Leadership. Before coming to SMU, Niemi served as dean of the Terry College of Business at the University of Georgia from 1982-1996. An active teacher and scholar, his areas of expertise are economic growth, economic forecasting, and American business history and he has been recognized for distinguished teaching. Niemi graduated cum laude from Stonehill College with an A.B. degree in economics. He earned the M.A and Ph.D. degrees in economics from the University of Connecticut.

 

Gary Matkin, Ph.D., CPA

Matkin is Dean of Continuing Education at University of California, Irvine. He is a trendsetter in online education and distance learning and instituted the first online masters program in the University of California system. In addition to his distance learning successes, Matkin has been recognized for his work with several important community-based programs, including the Osher Lifelong Learning Institute (OLLI) which currently has more than 750 members, and UCI Extension's LEAP program, which enrolls more than 150 UC Irvine employees per quarter in professional development courses. Matkin holds a Ph.D. in Education, a Masters in Business Administration from the University of California, Berkeley, a Bachelor of Science in Accounting from the University of San Francisco and is a Certified Public Accountant.

 

Carol Lee Roberts, CFP®

Roberts was employed in the financial services area for over 16 years in a variety of capacities prior to becoming Program Manager for the Financial Planning Certificate Program at DePaul University in 2001. A CFP® professional, she was an Assistant Vice President in the Wealth Management Division of Merrill Lynch Private Client Group. Roberts holds a Certificate in Secondary Education from Northeastern Illinois University and taught at several high schools. Her bachelor's degree is in Public Administration from Augustana College, Rock Island, Illinois, and she is currently enrolled in the Master of Arts in Applied Professional Studies through the School for New Learning.

 

Deanna Sharpe, Ph.D., CRPC®, CRPS®, CFP®

Sharpe is associate professor in the Personal Financial Planning Department at the University of Missouri-Columbia. In addition to her teaching and research activities, Sharpe is Program Director for the university's six CFP Board-Registered Programs -- three undergraduate level and three graduate level. Three times she has received the Outstanding Conference Paper Award at two national association meetings. In two of these instances, CFP Board granted the award.

 

Richard Stumpf, CFP®

Stumpf is owner of Financial Benefits, Inc., a firm providing comprehensive personal and business financial planning for owners and executives of small and medium sized companies, and employee health and retirement benefits for employees. A CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Employee Benefits Specialist, Stumpf has practicing financial planning since 1986. He served on CFP Board's Board of Examiners from 2002-2004 as the retirement planning specialist and was Chair of the Board of Examiners in 2005.

 

Jerry Trapnell, Ph.D., CPA

Trapnell is Executive Vice President and Chief Accreditation Officer for AACSB International, the Association to Advance Collegiate Schools of Business. A CPA in Louisiana, he serves or has served on committees and boards of directors of the American Institute of Certified Public Accountants, Accounting Programs Leadership Group (including serving as president) of the American Accounting Association, Federation of Schools of Accountancy, Institute of Management Accountants, AACSB International, Southern Business Administration Association (SBAA) and the South Carolina Association of CPAs (SCACPA). He holds a Ph.D. from the University of Georgia and B.S. and M.S. degrees from Clemson University.

 

Tom Warschauer, Ph.D., CFP®

Warschauer is Professor of Finance at San Diego State University's College of Business Administration and Director of SDSU's personal financial planning master's degree program -one of only twelve in the US at AACSB accredited business schools. He is also Director of its Center for the Study of Personal Financial Planning. Warschauer has served on CFP Board's Board of Examiners and was the founder and first President of the national Academy of Financial Services, the nation's preeminent academic organization dealing with individual finance issues. Warschauer earned CFP® certification in the second year it was available and practiced financial planning for fifteen years. He holds a Ph.D. in Finance from the University of Colorado at Boulder, where he also earned Master of Science and Bachelor of Science degrees.