Council on Education - CFP Board

About CFP Board


Council on Education

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

2018 Members

Terry Donahe, CFP®, CLU, ChFC
Principal and Co-Founder
Springwater Wealth Management

Vice Chair
Geoffrey B. Sargeant, CFP®, AEP®
Senior Vice President – Wealth Advisor
Neuberger Berman LLC

Immediate Past Chair
Joyce Schnur, CFP®, MBA, ChFC
Dean, Kaplan School of Professional & Continuing Education
Kaplan Financial Education

Barbara Healy, CFP®, CFS®, CMFS®, AIF®

Independent Institutional Investment Consultant

SST Benefits Consulting

Joe Gillice, CFP®


Dalton Education

Michael Roe, CFP®, CRPS

Program Director

Purdue University

Nandita Das, PhD, CFP®CFA

Associate Professor of Finance

Delaware State University

Phuong Luong, CFP®

Founder & Financial Planner

Just Wealth, LLC

Sameer Somal, CFP®, CFA

Chief Financial Officer

Blue Ocean Global Wealth

Vickie Hampton, PhD, CFP®

Texas Tech University

Department Chair & Professor

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.

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The Center's focus includes workforce development, diversity, and the profession's body of knowledge.

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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.