With more demand for financial planning, there also comes the need to increase the number and diversity of the profession.
Board of Directors
Serving on the Board
The Board of Directors is the policy-making and oversight body of CFP Board. The Board's role is to act on behalf of the public, CFP® professionals and other stakeholders to further the missions of CFP Board of Standards and CFP Board Center for Financial Planning.
The Board of Directors is the governing authority for CFP Board Center for Financial Planning and the Board of Directors and sole voting members of CFP Board of Standards.
There are currently 14 members of the Board, including 3 public members. The majority of the members are professionals who have earned the CFP® certification. These Board members from within the profession represent a wide portfolio of financial planning experiences and client representation.
The culture of the Board of Directors is a lively and collaborative one. The Board prides itself on being very much a governing board, as opposed to a management board, and is highly invested in successful Board outcomes.
Interested in Serving on the Board?
CFP Board accepts applications from individuals to serve on the Board each year. We seek individuals with CFP® certification, or those with a deep professional understanding of the financial planning industry.
The 2025 application deadline is June 6, 2024. To learn more about the position and process, individuals can refer to the position description document.
With more demand for financial planning, there also comes the need to increase the number and diversity of the profession.