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CFP Board Seeks Qualified Candidates for 2015 Board of Directors

Apr 17, 2014

CFP Board is currently accepting applications for individuals interested in serving on its Board of Directors, the strategic governing body of the organization, beginning in January 2015.

CFP Board is the certifying, standards-setting, marks-issuing and disciplinary body that owns the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in the U.S. and regulates their use in the public interest. The Board is the organization’s policy-making and oversight body. Board Directors have a significant opportunity and responsibility to participate in guiding the policy direction of the organization, working with the Board Chair, the CEO and other Directors to provide strategic leadership for CFP Board.

Board Directors serve four-year terms and, each year, up to four new Board positions are available. The Board has 3 regularly scheduled in-person meetings each year in March, July and November, and occasional telephone conference calls. Board Directors are also assigned to at least one committee, such as our Audit, Finance & Investment; Appeals; Governance; and Nominating Committees. Committee meetings are generally scheduled by phone or around Board meetings.

To learn more about this opportunity, review the Position and Candidate Specifications document (PDF,  67KB) outlining the duties of a Board Director and download a Board Volunteer application (PDF, 490KB – Remember to save the PDF document to your computer before filling it out).

Candidate applications will be carefully reviewed and selected candidates will be interviewed by the Committee during the summer. To demonstrate interest, please complete the application no later than June 20, 2014.

We appreciate your consideration of this opportunity to make a meaningful contribution to CFP Board’s work to achieve our mission of granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical financial planning.


Review the Position and Candidate Specifications Document > (PDF, 67KB)
Download and Complete a Board Volunteer Application >
(PDF, 490KB)
Read biographies of the 2014 Board Directors >
 
Learn more about CFP Board's mission, structure and governance > (PDF, 190KB)

Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

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.
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