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CFP Board in the News

A Chat with CFP Board CEO Kevin Keller

Aug 21, 2012

The Longest Running CEO in Seven Years Talks about the Board's Missteps and Achievements

Kevin Keller must be doing something right. He just celebrated his fifth year as CEO of the Certified Financial Planner (CFP) Board of Standards. When he took over, he was the seventh person in less than seven years to hold that position.

Maybe his staying power has something to do with the fact that he helped transfer the CFP Board from Denver to Washington five years ago this November. As he told me in a late July interview, the CFP Board "had no public policy infrastructure" until it moved its headquarters to Washington.

It's been a crucial time for the CFP Board, as part of the Financial Planning Coalition, to be able to sit alongside other advisor trade groups before Congress to help fight against, for instance, House Financial Services Committee Chairman Spencer Bachus' bill calling for a self-regulatory organization (SRO) for advisors – which looks to be on hold at least for the rest of this year – and to fight to make sure that a fiduciary standard for brokers sees the light of day (which has yet to happen). Read more >

AdvisorOne
Melanie Waddell
August 21, 2012

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.

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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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