CFP Board sets and enforces standards for Certified Financial Planner certification.

Banking

Finance

Professional Services

CFP Board

CFP Board's headquarters in Washington, DC, United States

Kevin R. Keller

Lisa Davis

Tom Sporkin

Maureen Thompson

Christy Callaway

David Anthony Abrams

K. Dane Snowden

Mike Kothakota

James N. Katsaounis

Kevin Yea

Leo G. Rydzewski

Terri Kallsen

Elizabeth K. Miller

Aneri Jambusaria

Louis Barajas

Richard Sherlock

Richard Shaw

Matthew Boersen

Roberta Karmel

Alex Rozman

Martin Seay

Nancy Smith

Peter Rohr

Daniel Moisand

The Managers Team at CFP Board oversees various operational, strategic, and support functions critical to upholding the standards and effectiveness of the CFP certification process. They manage key areas including meetings, firm programs, marketing, contact centers, data analytics, pro bono initiatives, development operations, accounting, human resources, research and analysis, student engagement, and the talent pipeline to ensure comprehensive and high-quality service delivery.

Managers Team

This department provides strategic direction and oversight for the organization.

Leadership Council

This department manages relationships and communication with the CFP Board to support student engagement and advocacy.

CFP Liaison Department

This department focuses on guiding clients through their financial planning needs and managing the publication of financial planning review resources.

Financial Planning

This department oversees the administration and advocacy of certification programs.

Certification Management

The Enforcement Team at CFP Board ensures compliance with the standards set for Certified Financial Planner certification. This team conducts investigations, provides legal counsel, and takes appropriate action against violations to uphold the integrity and professionalism of CFP® certification.

Enforcement Team

CFP Board

Org chart

Board & advisors

Teams

Managers Team

Leadership Council

CFP Liaison Department

Financial Planning

Certification Management

Enforcement Team

Offices

CFP Board

Org chart

Board & advisors

Teams

Managers Team

Leadership Council

CFP Liaison Department

Financial Planning

Certification Management

Enforcement Team

Offices

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