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With more demand for financial planning, there also comes the need to increase the number and diversity of the profession.
Board of Directors

Expectations of the Board

As the strategic governing body of the organization, the Board of Directors (Board) is the policy-making and oversight body responsible for furthering CFP Board’s mission. The Board acts on behalf of the public, CFP® professionals and other stakeholders.

There are currently 15 members of the Board, including three public members. The majority of the members are professionals who have earned the CFP® certification. These Board members from within the profession represent a wide portfolio of financial planning experiences and client representation.

The culture of the Board of Directors is a lively and collaborative one. The Board prides itself on being very much a governing board, as opposed to a management board, and is highly invested in successful Board outcomes.

Interested in Serving on the Board?

Learn more about roles, types of committees and key responsibilities – and contact us to express your interest.

With more demand for financial planning, there also comes the need to increase the number and diversity of the profession.