Council on Examinations - CFP Board

About CFP Board


Council on Examinations

The Council on Examinations is a volunteer group of CFP® professionals that serves as primary subject matter experts for the CFP® Certification Examination 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.

2019 Members

Tanya Nichols, CFP®
Align Financial, LLC
Hermantown, MN

Dallas Coffman, CFP®
Whitman Financial Services LLC.
Wakefield, MA

Rubina Hossain, CFP®
Benchmark Financial Group, LLC
Boca Raton, FL

Scott Wasserman, CFP®
Plano, TX

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

Malik Lee, CFP® 

Hennsler Financial 
Kennesaw, GA

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

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.

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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.