Council on Education - CFP Board

About CFP Board

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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.

2019 Members

Chair
Geoffrey B. Sargeant, CFP®, AEP®
Senior Wealth Advisor
Calamos Wealth Management

Vice Chair
Phuong Luong, CFP®
Founder & Financial Planner
Just Wealth, LLC

Immediate Past Chair
Terry Donahe, CFP®, CLU, ChFC, MSM, MSFS
Principal and Co-Founder
Springwater Wealth Management

Crystal Alford – Cooper, CFP®, CDFA™, CRC®
Owner, CEO
Davita Financial Planning, LLC

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


Nathan Harness, Ph.D., CFP®
TD Ameritrade Director of Financial Planning
Texas A&M University


Barbara Healy, CFP®
, CFS®, CMFS®, AIF®
Independent Institutional Investment Consultant
SST Benefits Consulting

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.

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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.