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.

2017 Members

Joyce Schnur, CFP®
Kaplan Financial Education
Butler, PA

Vice Chair
Terry Donahe, CFP®
Springwater Wealth Management
Portland, OR

Immediate Past Chair
Kathy F. Oakley, CFP®
Glasscock School of Continuing Studies,
Rice University
Pearland, TX

Vickie Hampton, Ph.D., CFP®
Texas Tech University
Lubbock, TX

Michael Roe, CFP®
Purdue University
West Lafayette, IN

Sameer Somal, CFP®
Blue Ocean Global Wealth
Rockville, MD

Barbara Healy, CFP®
SST Benefits Consulting
Scottsdale, AZ

Geoffrey B. Sargeant, CFP®
Neuberger Berman LLC
New York, NY

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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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.