3/16/2006 - EDUCATION TASK FORCE MEMBERS ANNOUNCED

Denver, March 16, 2006 - As the policy-setting body of CFP Board, the Board of Governors (Board) reviews CFP Board's core operations on a regular, rotating basis. In 2006, the Board will review CFP Board's involvement in education, which encompasses both the educational requirements for initial CFP® certification and the ongoing continuing education requirements for renewal of CFP® certification.

To accomplish its review of education, the Board has formed a high-level Education Task Force, comprised of individuals both inside and outside the financial planning profession. The task force will review CFP Board's current educational goals, standards and practices, compare them to those of other certification bodies and to models of best practice, and decide whether to recommend any changes to CFP Board's current operations.

Because CFP Board reviews its operations on a regular basis, the Board does not presume, by the creation of this task force, that there are changes that need to be made; rather, the Board believes that a regular review promotes excellence.

For this task force, CFP Board has assembled a group with a broad range of expertise:

Bob Glovsky, JD, LLM, CFP®, Task Force Chair

A member of CFP Board's Board of Governors, Glovsky is President of Mintz Levin Financial Advisors, LLC, and Program Director for the Certificate in Financial Planning program at the Center for Professional Education, Boston University, the largest CFP Board-Registered Program in New England.

George Dehne

Dehne is president of George Dehne & Associates, Inc., which has created admissions, financial aid and public relations strategies and made available a complete line of student recruitment and public relations services for more than 300 colleges and universities throughout the United States.

Wade Delk

Delk is Executive Director of the National Organization for Competency Assurance (NOCA) and the National Commission for Certifying Agencies (NCCA), a trade association known throughout the industry as the educator, innovator, and champion for professional certification programs.

John Ebersole

Ebersole is currently associate provost and dean, Extended Education, at Boston University and has served as associate provost and professor of Management at Colorado State University, assistant dean of the University Extension and director of Strategic Initiatives at the University of California, Berkeley, and dean and associate professor of the School of Management at John F. Kennedy University.

Eva Kampits, Ph.D.

Kampits is Director of the New England Association of Schools and Colleges' Executive Office and has been an educator and consultant for more than 30 years.

Al Niemi, Ph.D.

Niemi is dean of the Edwin L. Cox School of Business at Southern Methodist University and holds the Tolleson Chair in Business Leadership.

Gary Matkin, Ph.D., CPA

Matkin is Dean of Continuing Education at University of California, Irvine. He is a trendsetter in online education and distance learning and instituted the first online masters program in the University of California system.

Carol Lee Roberts, CFP®

Roberts was employed in the financial services area for over 16 years in a variety of capacities prior to becoming Program Manager for the Financial Planning Certificate Program at DePaul University in 2001.

Deanna Sharpe, Ph.D., CRPC®, CRPS®, CFP®

Sharpe is associate professor in the Personal Financial Planning Department at the University of Missouri-Columbia, where she is Program Director for the university's six CFP Board-Registered Programs -- three undergraduate level and three graduate level.

Richard Stumpf, CFP®

Stumpf is owner of Financial Benefits, Inc., a firm providing comprehensive personal and business financial planning for owners and executives of small and medium sized companies, and employee health and retirement benefits for employees. Stumpf served on CFP Board's Board of Examiners from 2002-2005, holding the position of Chair in 2005.

Jerry Trapnell, Ph.D., CPA

Trapnell is Executive Vice President and Chief Accreditation Officer for AACSB International, the Association to Advance Collegiate Schools of Business.

Tom Warschauer, Ph.D., CFP®

Warschauer is Professor of Finance at San Diego State University's College of Business Administration and Director of SDSU's personal financial planning master's degree program -- one of only twelve in the US at AACSB accredited business schools.

Additional information about the Education Task Force members is available on CFP Board's Web site at www.CFP.net/aboutus/edtaskforce.asp. The Education Task Force will hold its first meeting at CFP Board on March 20, 2006, and is expected to report its initial views, findings and/or recommendations to the Board during its open session on Saturday, August 5, 2006, in Santa Monica, California.

The mission of CFP Board, a nonprofit regulatory organization, is to foster professional standards in personal financial planning so that the public values, has access to and benefits from competent financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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