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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

Chair
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
President
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?
SUBMIT A VOLUNTEER APPLICATION