Council on Examinations
The Council on Examinations is a volunteer group of CFP® professionals that serves as primary subject matter experts for the CFP® exam and provides CFP Board with recommendations regarding the development, administration and scoring of the exam consistent with best practices in high stakes testing and certification organizations.
Generally, individuals selected to serve on the Council on Examinations have previously participated in other exam-related volunteer activities.
Composition and Terms of Office
This Council is composed of six or seven members and has typically included both financial planning practitioners and financial planning educators. All members of the Council on Examinations must be at least 18 years of age, and the majority of the Council must be CFP® professionals. Each member of the Council on Examinations normally serves a three-year term. A four-year term is possible if a member serves as Chair in the third year. In selecting Council members, every effort is made to ensure that the Council, as a whole, possesses the needed expertise and diversity to support the Job Task Domains that comprise financial planning as defined by the most recent job analysis.
Areas of Responsibility
Business conducted during the "in-person" Council on Examinations meetings include discussion of relevant business issues, review of the upcoming CFP® Certification Examination, and activities required to maintain and enhance the test question bank. In addition, Council members participate in three conference calls per year following each CFP® Certification Examination and other conference calls, as needed, to conduct CFP Board business.
Council on Examinations members are also encouraged to attend at least one additional activity per year. This could be the annual CFP Board Registered Program Conference that is attended by directors and faculty of CFP Board-Registered Programs, or it could be an item writing session.
2021 Council ON Examinations Members
Malik Lee, CFP®
Felton & Peel Wealth Management
Cam Ashling, CFP®
CLEARLITE Private Wealth Consulting
Sharon Calhoun, CFP®
Vector Wealth Management
Richard Dworsky, CFP®
Legacy Private Wealth Group
Saint Louis Park, MN
Veronica Fuentes, CFP®
Cristina Paul, CFP®
Mark Porter, CFP®
MITFCU Investment & Retirement Planning
Josh Schneider, CFP®
The Bethesda Group at Morgan Stanley
Melissa Sotudeh, CFP®
Halpern Financial, Inc.
Ryan Stille, CFP®
Peter Yerger, CFP®
Pegasus Financial Planning
Michael Yoder, CFP®
Yoder Wealth Management
Walnut Creek, CA