About CFP Board

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Public Policy Council

The Public Policy Council serves an advisory role on public policy issues affecting CFP Board, CFP® professionals and members of the public.

2014 Members

Chair
Roger Begin, CFP®
BNY Mellon Wealth Management
Providence, RI

Elizabeth Costle
AARP
Washington, DC

Sheryl Garrett, CFP®
The Garrett Planning Network, Inc.
Eureka Springs, AR

Michael Koffler
Sutherland Asbill & Brennan LLP
New York, NY

Linda Cena
Department of Licensing and Regulatory Affairs Corporations, Securities & Commercial Licensing Bureau Audit & Examination Division
Lansing, Mi

Barb Roper
Consumer Federation of America
Washington, DC

Allison Bishop
Bank of America Merrill Lynch
New York, NY


Interested in contributing to CFP Board's work through service on the Public Policy Council 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.