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The Council on Education advises CFP Board staff on the development and clarification of all educational policies related to the CFP® certification process. Comprising members from the academic community, registered program directors, certification experts and CFP® professionals, the Council provides input on policies that relate to CFP Board Registered Programs and Continuing Education Sponsors.

Council ON EDUCATION Members

Phuong Luong, CFP®
Founder & Financial Planner
Just Wealth, LLC

Vice Chair
Nathan Harness, Ph.D., CFP®
TD Ameritrade Director of Financial Planning
Texas A&M University

Immediate Past Chair
Geoffrey B. Sargeant, CFP®, AEP®

Senior Wealth Advisor
Calamos Wealth Management

Crystal Alford–Cooper, CFP®, CDFA™, CRC®
Vice President of Planning 
Law & Associates, Inc.

Nandita Das, PhD, CFP®, CFA
Associate Professor of Finance
Delaware State University

Brendan P. Flaherty, MSF, CIMA®, CFP®
Director, Financial Planning Certification Program
Bryant University

Joseph M. Gillice, CFP®, CPA
Dalton Education

Cindy R. Riecke, CFP®, ChFC®, CLU®, MSF 

Senior Director of CFP Board Registered Programs and Professor
College for Financial Planning® a Kaplan Company

Jacob P. Sybrowsky, Ph.D, CRC®
Associate Dean, Woodbury School of Business
Utah Valley University

Interested in contributing to CFP Board's work through service on the Council on Education or other important advisory and working groups?