CFP Board Appoints UBS Head of Wealth Planning to Chair Council on Education

News & Events


Latest News

CFP Board Appoints UBS Head of Wealth Planning to Chair Council on Education

May 10, 2010

Washington, DC, May 10, 2010 – Certified Financial Planner Board of Standards, Inc. (CFP Board) and UBS Wealth Management announced today in a joint statement that UBS Head of Wealth Planning in the U.S., Mark Kordes, CFP®, will serve as the new Chair of CFP Board's Council on Education.

Created by CFP Board’s CEO to advise senior staff on the development and clarification of all Education policies of the CFP® Certification process, the Council on Education further provides advice on CFP Board-Registered Program criteria for delivery of personal financial planning coursework at colleges and universities across the United States, continuing education requirements for certification renewal, and CFP Board accepted continuing education programs and sponsors standards.

Mark H. Kordes, CFP®, CLU, ChFC, CAP, AEP, brings more than 25 years of experience in the financial services industry to the table as the new Chair of CFP Board’s Council on Education. Kordes joined UBS Wealth Management in April 2004 and is currently the Head of Wealth Planning for the US. In this role, he is responsible for all aspects of the Financial Planning platform in all market segments, the Trust & Estate UHNW Consulting Team, Philanthropic Services and the UBS Attorney Network. Prior to UBS, Kordes worked as the Director of Private Planning Services for Merrill Lynch’s Private Banking & Investment Group.

Certified Financial Planner Board of Standards, Inc. Chief Executive Officer Kevin R. Keller said: “CFP Board is very fortunate that Mark has agreed to fill this volunteer leadership position. We feel strongly that Mark has the appropriate skill set to chair CFP Board's Council on Education. We anticipate that he will be a great fit to work with CFP Board staff, to provide Council input, coordinate Council activities, and to represent the Council at the Program Directors' Conference and other CFP Board meetings regarding the education requirements of the CFP® certification.”

About CFP Board: The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The Board of Directors, in furthering CFP Board’s mission, acts on behalf of the public, CFP® certificants and other stakeholders. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and 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 61,000 individuals to use these marks in the United States. For more about CFP Board, visit

# # #
CFP® - The Recognized Standard of Excellence in Personal Financial Planning

Michele Warholic Wetherald, Managing Director of Examinations, Education and Talent
P: 202-379-2210

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.