Staff Details | CFP Board

About CFP Board


Staff Details

John M. Loper, CFP®

Managing Director, Professional Practice (Education, Examination, and Experience)

John M. Loper, CFP® is CFP Board’s Managing Director of Professional Practice, working to strengthen CFP Board’s education, examination, experience and stakeholder programs.

Loper joined CFP Board in 2014 as Director of Corporate Relations where he helped to grow the CERTIFIED FINANCIAL PLANNER™ certification’s presence in the financial services marketplace, serving as a contact for key executives at financial services firms. In 2017, he was promoted to the newly created role of Managing Director of Professional Practice, where he leads and directs the development of the CFP® Certification Examination and the certification’s educational standards for enhancing the knowledge, skills, and abilities of current and potential CFP® professionals.

Prior to his appointment at CFP Board, Loper was Vice President and Regional Planning Consultant at Fidelity Investments, where he was responsible for increasing the usage and delivery of Fidelity’s financial planning tools. Loper was also a Director at TIAA-CREF Wealth Management Group and previously held leadership positions at Ameriprise Financial for more than ten years. He also served as a Captain in the U.S. Air Force.

Loper has been a CFP® professional since 2001. He holds an MBA from Northeastern University in Boston, and Bachelor of Science in Electrical Engineering from the University of Miami.

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.