Susan John, CFP® Leads CFP Board’s Board of Directors

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Susan John, CFP® Leads CFP Board’s Board of Directors

Jan 08, 2019

At the start of this New Year, Certified Financial Planner Board of Standards welcomes Susan John, CFP® as the new Chair of the Board of Directors.  She will lead the professional standard-setting body during an exciting period of growth and change as it implements the new Code of Ethics and Standards of Conduct for CFP® professionals.

“These are exciting times to be a CFP® professional,” said John. “One in four financial advisors in the United States holds CFP® certification. With the implementation of the new Code and Standards this year, the certification will hold even greater value to the public, firms and stakeholders alike as all CFP® professionals will be required to act as a fiduciary whenever they provide financial advice.

John is the Founder and President of Financial Focus, Inc., a firm she started in 1985 that provides comprehensive planning services to northern New England professionals, retirees, and families. She earned her CFP® certification in 1986 and has been on CFP Board’s Board of Directors since 2016.

She has a long and distinguished record of achievement in the financial planning profession including serving as Chair of the National Association of Personal Financial Advisors (NAPFA) in 2010, where she led a variety of efforts to raise the profile and impact of the membership organization.

One of her great accomplishments at NAPFA was helping to form the Financial Planning Coalition, a collaboration between the three major financial planning organizations in the United States, which also includes the Financial Planning Association and CFP Board.

“Susan is known within the profession as a forward-thinking and effective leader,” said CFP Board CEO Kevin R. Keller, CAE. “We will rely on her steady leadership as we implement the new Code and Standards and continue on our path of facilitating Americans’ access to CFP® professionals.”

ABOUT CFP BOARD

Certified Financial Planner Board of Standards, Inc. is the professional body for personal financial planners in the U.S.  CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning.  CFP Board, along with its Center for Financial Planning, is committed to increasing the public’s awareness of CFP® certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by firms as the standard for financial planning, CFP® certification is held by more than 83,000 people in the United States.

CONTACT: Dan Drummond, Director of Communications P: 202-379-2252 M: 202-243-8621 E: ddrummond@cfpboard.org Twitter: @cfpboardmedia

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.
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