About CFP Board

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Council on Education

The Council on Education advises CFP Board staff on the development and clarification of all educational policies related to the CFP® certification process. Comprised of members from the academic community, Program Directors, certification experts and CFP® professionals, the Council provides input on policies that relate to CFP Board-Registered Programs and Continuing Education Sponsors.

2014 Members

Chair
John E. Grable, Ph.D., CFP®, RFC
Housing and Consumer Economics
University of Georgia
Athens, GA

John E. Crilly, CFP®
U.S. Trust
New York, NY

Gary Diffendaffer, CFP®
Investment Management Consultants Association
Greenwood Village, CO

Audrey W. Jones, CFP®
Financial Life Designs
Casselberry, FL

Kathy F. Oakley, CFP®
Glasscock School of Continuing Studies
Rice University
Pearland, TX

Harry M. Starn, Jr., CFP®
California Institute of Finance
California Lutheran University
Thousand Oaks, CA


Interested in contributing to CFP Board's work through service on the Council on Education or other important advisory and working groups?  Submit a volunteer application.

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 himself 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.