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

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

The Communications and Public Relations team at CFP Board is responsible for managing and enhancing the organization's public image and communication strategies. They handle media relations, stakeholder engagement, and digital communication efforts to ensure clear, consistent, and positive messaging about the CFP certification standards and initiatives. This team also collaborates on educational campaigns and provides strategic communication support to the executive leadership.

Communications and Public Relations

The Leadership Team at CFP Board is responsible for guiding the organization’s strategic direction and ensuring the effective implementation of its mission to uphold the standards of Certified Financial Planner certification. This team, comprised of key executives such as the CEO, COO, and CFO, collaborates on policy development, financial management, and advocacy efforts to enhance the integrity and recognition of the CFP designation within the financial planning profession.

Leadership Team

The Information Technology team at the CFP Board is responsible for maintaining and enhancing the organization's technological infrastructure. This includes overseeing system operations, analyzing business systems requirements, and ensuring the security and efficiency of all IT services to support the certification and standards enforcement processes for Certified Financial Planners.

Information Technology

CFP Board

Org chart

Board & advisors

Teams

Managers Team

Enforcement Team

Communications and Public Relations

Leadership Team

Information Technology

Offices

CFP Board

Org chart

Board & advisors

Teams

Managers Team

Enforcement Team

Communications and Public Relations

Leadership Team

Information Technology

Offices

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