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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 16 members of the Board, including 3 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.

accepting applications | deadline: June 11, 2020

CFP Board is accepting applications from individuals interested in serving on the Board. The current application period is for terms beginning in January 2021.

The Board’s Nominating Committee is seeking individuals with CFP® certification, or those with a deep professional understanding of the financial planning industry. We encourage you to consider applying or to encourage your qualified colleagues to submit an application.

The deadline for submitting a completed application form is June 11, 2020.

Board of Directors - Position Description

2020 Application form with Instructions

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