Charles A. Moran, CFP® to Serve as 2011 Chair of CFP Board's Board of Directors

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Charles A. Moran, CFP® to Serve as 2011 Chair of CFP Board's Board of Directors

Jan 11, 2011

Public Awareness Campaign and Education are Focuses

WASHINGTON, DC, January 11, 2011 – Educator and personal financial services pioneer Charles A. Moran, CFP® is the new Chair of the Board of Directors of the Certified Financial Planner Board of Standards, Inc. – a role he will use to champion awareness of the of the value of CFP® certification and the importance of financial planning education.

“Our focus this year is on raising awareness of the CFP® certification and the importance of personal financial planning so that people know that they don’t have to go it alone – a CFP® professional is there to partner with,” Moran said. “It’s an honor to serve as the Chair of the CFP Board’s Board of Directors during what are some of the most exciting times for this organization since it was founded more than 25 years ago.”

The financial planning profession is rapidly evolving as a field of choice for young people and career changers alike and strengthening financial planning education – especially CFP Board’s education program – will also be a focus during his term, noted Moran. As Chair of CFP Board’s Board of Directors, Moran will also play a significant role in the Financial Planning Coalition’s efforts to help shape the legislative and regulatory debate around issues of importance to financial planners including requiring that a fiduciary standard of care be applied to those who give personal financial advice.

During his career, Moran has testified before Congress more than 25 times on a variety of issues and has served on an advisory group to the Federal Reserve and the U.S. Department of Labor’s Advisory Council on Employee Welfare and Pension Benefit Plans.

CFP Board’s Chief Executive Officer Kevin R. Keller, CAE said that he looks forward to working with Moran in this new role to advance the organization’s mission of granting and upholding the CFP® mark as the recognized standard of excellence in personal financial planning.

“Chuck Moran’s long and distinguished career in financial services is a huge asset to CFP Board, our stakeholders and most importantly, the public,” Keller said. “We will all benefit from his knowledge, leadership and passion for the profession.”

Moran is currently a professor of business administration and accounting at the State University of New York at Cobleskill, where he has led several college and SUNY faculty senate committees and is past chair of the curriculum committee, director of the financial planning program and director of the Center for Collaborative Sustainability.

He also teaches economic graduate courses at Harvard University and has held full-time academic appointments at Bucknell University and The College of New Jersey.

Moran’s career has included roles within the financial services industry as a senior vice president of a predecessor to JP Morgan Chase; chairman, president and CEO of Lionel D. Edie & Co. Inc. (then the 15th largest investment management company in the United States); and founding president and COO of Government Securities Clearing Corporation, settling global professional trades in U.S. government securities.

Moran holds an A.B. in Sociology from Princeton University, a J.D. from the University of Michigan Law School and has completed the Advanced Management Program at the Harvard Business School.

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 62,000 individuals to use these marks in the United States.

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Dan Drummond, Director of Public Relations
P: 202-379-2252
M: 202-550-4372
Twitter: @CFPBoardmedia

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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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