About CFP Board


Staff Details

Michele M. Warholic, Esq., CAE

Managing Director, Examinations, Education & Talent

Michele M. Warholic has been Managing Director of Examinations, Education and Talent since September 2009.

In this role, she provides oversight to CFP Board's continuing development of the rigorous CFP® Certification Examination; establishes and upholds educational standards for enhancing the knowledge, skills, and abilities of current and potential CFP® professionals; and leads the acquisition, retention and assignment of the high-performing staff which CFP Board needs for strategic goal attainment. Ms. Warholic was part of the CFP Board transition team for more than a year on projects related to the transition to Washington, DC from Denver and immediately contributed and connected to the CFP Board’s mission.

Ms. Warholic provides extensive experience in the areas of education, examinations and talent management from her past positions as Executive Director of the AAUW - American Association of University Women Educational Foundation, and Leadership and Training Institute; Executive Dean at Eastern West Virginia Community and Technical College; Executive Assistant to the President/Chief Personnel Officer at West Virginia Northern Community College; Associate Attorney at Newman, Olson & Kerr; Adjunct Faculty at Hiram College; and various personnel and labor relations management positions at General Motors.

She is a past president of the AAUW Legal Advocacy Fund Board of Directors. Ms. Warholic earned her Certified Association Executive credential, holds a JD from the University of Akron School of Law and holds a BA in Business Management from Hiram College.

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
Putting Your Needs First
CFP Board requires CFP® professionals to put their clients’ interests ahead of their own at all times.