Council on Education - CFP Board

About CFP Board


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.

2016 Members

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

Terry Donahe, CFP®, CLU, ChFC
Springwater Wealth Management, LLC
Portland, OR

David Freed, M.B.A.
Beacon Hill Financial Educators
Newburyport, MA

Vickie Hampton, CFP®, Ph.D.
Texas Tech University
Lubbock, TX

Michael Roe, CFP®, CRPS
Purdue University
West Lafayette, IN

Joyce Schnur, CFP®, M.B.A., ChFC
Kaplan University School of Professional and Continuing Education
Butler, PA

Sameer Somal, CFP®, CFA
Blue Ocean Global Wealth
Rockville, MD

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.

Center For Financial Planning | Logo | Gold

The Center's focus includes workforce development, diversity, and the profession's body of knowledge.

Learn More

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.