CFP Board Names Mary Kay Svedberg, Ph.D. Director of Education

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CFP Board Names Mary Kay Svedberg, Ph.D. Director of Education

Apr 19, 2017

Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has named Mary Kay Svedberg, Ph.D., as Director of Education, a role in which she will oversee and direct the program that facilitates completion of the education requirement for CERTIFIED FINANICAL PLANNER™ certification.

As Director of Education, Svedberg will work with CFP Board-Registered Program directors, faculty, administrators and students at U.S. educational institutions to ensure their programs – including curriculum, instruction and learner assessment – uphold CFP Board’s education standards. She will also guide the review process for prospective programs, and oversee CFP Board’s Registered Programs Conference, which offers financial planning faculty and program directors an annual forum for sharing best practices and key research.

“With extensive experience as an academician and program developer, Mary Kay will be key to expanding our academic programs.  She has a natural talent for building and strengthening relationships with educators and students,” said John Loper, CFP®, CFP Board’s Managing Director of Professional Practice. “Her expertise will be an asset as we partner with our registered providers who are preparing students to be competent CFP® professionals.”

Graduates of CFP Board-Registered Programs satisfy the education coursework requirement for CFP® certification and are eligible to take the CFP® Certification Examination. There are currently over 300 programs at 170 college or university-level institutions offering a financial planning curriculum registered with CFP Board.

Svedberg has over twenty years of experience in higher education from faculty to administrator. Her passion for education and lifelong learning commenced when she completed her doctoral studies in adult learning and human resource development and focused her thesis on Self-Directed Learning and Persistence in Online Asynchronous Undergraduate Programs. Since then, she has successfully designed, implemented and evaluated courses, curricula and support services to promote academic excellence and boost student retention.  Her positions and experiences as Academic Dean, Professor and Campus President position her well as Director of Education for CFP Board.   

Svedberg holds a Ph.D. from Virginia Tech, a Master of Education in higher education administration from The College of William and Mary, and a Bachelor of Science from Virginia Tech.


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® professionals and other stakeholders. CFP Board owns the certification marks CFP®, Certified Financial Planner™, and the 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 76,000 individuals to use these marks in the U.S.

CONTACT: Jessica Lewis, Communications Specialist P: 202-379-2256 Twitter: @cfpboardmedia

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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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