Council on Education

The Council on Education was established in 2008 to advise 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® certificants, the Council will provide input on policies that relate to CFP Board-Registered Programs, Continuing Education Sponsors, Review Course Providers, and the Model Curriculum.

2008 Members

Chair
Ivan C. Roten, PhD, CFP®
Appalachian State University
Boone, NC

Jacqueline Callahan
Independent Certification Consultant
Bethesda, MD

Kacy Gott, CFP®
Aspiriant
San Francisco, CA

Mark H. Kordes, CFP®, AEP, ChFC, CLU
UBS Private Wealth Management
Jersey City, NJ

Carolyn J. Lee, CFP®
Northern Trust Bank
Fort Lauderdale, FL

Rosilyn H. Overton, PhD, CFP®, CRPS, RFC
New Jersey City University
Jersey City, NJ

Walt Woerheide, PhD, CFP®
The American College
Bryn Mawr, PA