CFP Board's CEO Discusses Group's Continuing Evolution

News & Events


CFP Board in the News

CFP Board's CEO Discusses Group's Continuing Evolution

Oct 23, 2012

When Kevin Keller took the top spot at the Certified Financial Planner Board of Standards in 2007, the organization, then based in Denver, was facing a crisis of confidence among many planners throughout the industry.

It didn't help that when Keller arrived, the organization was on its seventh CEO in as many years.

Now, nearly five years after relocating to Washington with a staff of just five, the CFP Board now carries an employee count of about 60, the number of certificants has soared, and the organization is actively engaged in the policy debates that figure to shape the regulatory landscape of the industry.

In an exclusive interview with Financial Planning, Keller talks about how far the organization has come, where it's going, and how it plans to further the professional stature of the financial-planning industry. Read more >

Financial Planning
Kenneth Corbin
October 2012

Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.