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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

Serving on the Board

As the strategic governing body of the organization, CFP Board's 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 17 members of the Board, including 4 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?

CFP Board accepts applications from individuals to serve on the Board each year. We seek individuals with CFP® certification, or those with a deep professional understanding of the financial planning industry.

Each application period is typically during March-June for the upcoming term beginning in the next calendar year. To learn more about the position and process, individuals can refer to the position description document.

To express interest in advance of the application period, you may use our volunteer form.

Board of Directors - Position Description

Volunteer Interest Form

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