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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

Chair
Malik Lee, CFP®
Felton & Peel Wealth Management
Kennesaw, GA

Cam Ashling, CFP®
CLEARLITE Private Wealth Consulting
Atlanta, GA

Sharon Calhoun, CFP®
Vector Wealth Management
Hastings, MN

Richard Dworsky, CFP®
Legacy Private Wealth Group
Saint Louis Park, MN

Veronica Fuentes, CFP®
Northwestern Mutual
Washington, DC

Cristina Paul, CFP®
Cerity Partners
Syosset, NY

Mark Porter, CFP®
MITFCU Investment & Retirement Planning 
Canton, MA

Josh Schneider, CFP®
The Bethesda Group at Morgan Stanley
Bethesda, MD

Melissa Sotudeh, CFP®
Halpern Financial, Inc.
Bethesda, MD

Ryan Stille, CFP®
Flowerstone Financial
Oakton, VA

Peter Yerger, CFP®
Pegasus Financial Planning
Malvern, PA

Michael Yoder, CFP®
Yoder Wealth Management
Walnut Creek, CA

Interested in contributing to CFP Board's work through service on the Council on Examinations or other important advisory and working groups?
SUBMIT A VOLUNTEER APPLICATION