Standards Resource Commission - CFP Board

About CFP Board

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Standards Resource Commission

The Standards Resource Commission was formed to help develop resources that will provide guidance to CFP® professionals and their firms on CFP Board’s new Code of Ethics and Standards of Conduct, which takes effect October 1, 2019, and includes an expanded scope of the fiduciary standard that requires CFP® professionals to act in the best interest of the client at all times when providing financial advice.  Comprised of individuals from financial services firms and members of the public, the commission will help with the development of materials such as fact sheets, FAQs, videos, webinars and other documents.

Inaugural Members


Commission Chair
Blaine Aikin, CFP®

Executive Chairman, Fi360 and CEFEX
Pittsburgh, PA

Pamela Banks
Senior Policy Counsel, Financial Services, Consumers Union
Washington, DC

Patrick Daxon, CFP®
Vice President, Wealth Planning, Raymond James Financial
St. Petersburg, FL

Melanie Fein, JD
Founder, Law Office of Melanie Fein
Washington, DC

Randy Gardner, J.D., LL.M., CFP®, MBA, CPA
Educator and Founder, Goals Gap Planning, LLC
Laguna Beach, CA

Linda Leitz, CFP®
Co-Owner, It’s Not Just Money
Colorado Springs, CO

Eugene F. Maloney
Executive Vice President, Corporate Counsel, Federated Investors, Inc.
Pittsburgh, PA

John Pettee, CFP®
Wealth Strategist, Schwab Private Client Investment Advisory
Phoenix, Arizona

Bill Prewitt, CFP®
Founder, Charleston Financial Advisors, LLC
Charleston, SC

C. Frederick Reish
Partner, Drinker Biddle & Reath, LLP
Los Angeles, CA

Peter Richardson, CFP®
Assistant General Counsel, Investment Products and Advisory Services Team, Northwestern Mutual
Milwaukee, Wisconsin

Kevin Ruth, CFP®
Head of Wealth Planning and Personal Trust, Chief Financial Planning Officer, Fidelity Personal and Workplace Advisors LLC
Wyckoff, NJ

Lori Trawinski, Ph.D., CFP®
Director of Banking and Finance, AARP Public Policy Institute
Washington, DC

Brian Woldow
Managing Director and Global Wealth & Investment Management (GWIM) Compliance and Operational Risk Executive, Bank of America
New York, NY


Interested in contributing to CFP Board's work through service on 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.