CFP Board Names Carol lee Roberts, CFP® as Managing Director of Examinations and Education

Certification Updates

CFP Board Names Carol lee Roberts, CFP® as Managing Director of Examinations and Education

Oct 10, 2007

DENVER, October 10, 2007 - Certified Financial Planner Board of Standards, Inc. (CFP Board), the professional regulatory body for over 56,000 professionals holding CERTIFIED FINANCIAL PLANNER™ certification, has announced that it has named Carol Lee Roberts, CFP® to the position of Managing Director of Examinations and Education, effective November 5.

Ms. Roberts brings to CFP Board a professional background that encompasses both the practice of financial planning and the administration of financial planning education programs. After working at Merrill Lynch for more than 16 years in a variety of capacities, Ms. Roberts has served the past six years at DePaul University, where she has acted as Program Manger of its Financial Planning Certificate Program and a Director of DePaul’s Office of Continuing and Professional Education. At DePaul, she helped develop the Financial Planning Certificate program into one of the most successful programs offered through the university’s Office of Continuing and Professional Education, for which she also supervised marketing, new program development, corporate sales and web services for all continuing and professional education programs.

In her new role with CFP Board, Ms. Roberts will direct the examination and education components of CFP® certification, which is accredited by the National Commission for Certifying Agencies. She will provide oversight to CFP Board's development of the rigorous CFP® Certification Examination and to the development and support of the more than 300 financial planning education programs in the U.S. that have registered with CFP Board to prepare financial planners for CFP® certification.

“We are very pleased to have someone with Carol Lee’s accomplishments and unique set of credentials joining CFP Board’s leadership team,” said Kevin R. Keller, CAE, Chief Executive Officer of CFP Board. “Financial planning is becoming increasingly central to the lives of American consumers, and it is important that the education standards and other requirements for CERTIFIED FINANCIAL PLANNER™ certification remain both rigorous and relevant. Carol Lee’s expertise in financial planning education, along with her background as a CFP® professional, will be a tremendous asset to CFP Board as it pursues its mission to help the public benefit from competent and ethical financial planning.”

CFP Board is currently shifting its operations to the nation’s capital from its current location in Denver, Colorado. As CFP Board continues its work as a vigorous advocate for the public’s interest, the move will facilitate a more influential voice in public policy debates at a time when the public is in need of ethical and reliable financial planning advice amid increasing risks to their financial security.

“I am honored to be joining CFP Board’s leadership team at such an auspicious time in its history,” said Ms. Roberts. “As a CERTIFIED FINANCIAL PLANNER™ professional, I come to this position with a full appreciation of the special responsibility CFP® mark holders have to the public. Now more than ever, consumers must possess high confidence in the competence of their financial advisors and the standards by which they are governed.”

Ms. Roberts is a CERTIFIED FINANCIAL PLANNER™ professional who has been an active member of the professional financial planning community, including involvement with the Financial Planning Association of Illinois, where she currently serves as its Director of Programming, and with CFP Board, for whom she has provided frequent support, including serving on the Education Task Force CFP Board assembled in 2006. She is also a Certified Financial Divorce Practitioner and holds a Bachelor of Arts in Public Administration from Augustana College in Rock Island, Illinois and a Master of Arts in Applied Professional Studies with a focus in Financial Planning from DePaul.

The mission of Certified Financial Planner Board of Standards, Inc. is to help people benefit from competent, professional and ethical financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP Board currently authorizes more than 56,000 individuals to use these marks in the United States.

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CFP® - Financial Planning's Highest Certification Standard

Javier David
The Global Consulting Group
P: 646-284-9450