CFP Board Names Director of Examinations

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CFP Board Names Director of Examinations

Dec 14, 2007

WASHINGTON, DC, December 14, 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 named Julie T. Heil to the position of Director of Examinations, effective January 1, 2008.

Ms. Heil has extensive experience in test development, including the development of certification examinations for CFP Board during her time at the Chauncey Group International (now known as Prometric), a leading provider of certification and licensing examinations for professionals, businesses, and government.

In her role as Director of Examinations, Ms. Heil will have oversight for the development of the CFP® Certification Examination, a rigorous comprehensive exam that tests the ability to apply financial planning knowledge to real-life situations. To obtain CFP® certification from CFP Board, applicants must pass the current CFP® Certification Examination; the average pass rate is 57%.

“Julie’s hands-on experience with the entire process of test development, and her familiarity with the CFP® Certification Examination, makes her an ideal choice for CFP Board’s new Director of Examinations,” said Carol Lee Roberts, CFP®, Managing Director of Examinations and Education. “Her expertise will help ensure that the CFP® certification exam continues to meet the high standards of competent and ethical financial planning administered by CFP Board for the benefit of the public that seeks financial planning services.”

Ms. Heil comes to CFP Board from the American Institutes for Research, where she worked with the Ohio Department of Education, overseeing the development of content for grade K-8 tests in reading, writing, science, social studies and mathematics. Previously Ms. Heil worked at the Chauncey Group International, where she was the senior test developer for the certification examinations for CFP Board as well as other organizations. She holds a Bachelor of Arts degree from St. Joseph’s University as well as advanced degrees from West Chester University and Widener University.

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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Chris Wloszczyna, Director of Public Relations
CFP Board
P: 202-379-2252

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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.
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