About CFP Board
MAXXCAT_START

Public Policy Council

The Public Policy Council serves an advisory role on public policy issues affecting CFP Board, CFP® professionals and members of the public.

2013 Members

Chair
Roger Begin
BNY Mellon Wealth Management
Providence, RI

Elizabeth Costle
AARP
Washington, DC

Timothy J. Forde
Fundamental Strategies LLC
Bethesda, MD

Sheryl Garrett, CFP®
The Garrett Planning Network, Inc.
Shawnee Mission, KS

Michael Koffler
Sutherland Asbill & Brennan LLP
New York, NY

Frank Pare, CFP®
PF Wealth Management Group, LLC
Oakland, CA

Commissioner Andrea Seidt
Ohio Department of Commerce, Division of Securities
Columbus, OH

Barb Roper
Consumer Federation of America
Washington, DC

Interested in contributing to CFP Board's work through service on the Public Policy Council or other important advisory and working groups?  Submit a volunteer application.

A Message from CFP Board's CEO

Welcome to CFP Board’s new website! I am pleased to introduce you to the first phase of a comprehensive redesign of our CFP.net and LetsMakeAPlan.org websites.

Read the Full Message

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 himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2012 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings & investments than those who have not.
Putting Your Needs First
CFP Board requires CFP® professionals to put their clients’ interests ahead of their own at all times.
MAXXCAT_STOP

© 2012 Certified Financial Planner Board of Standards, Inc. All Rights Reserved.
1425 K Street NW #500, Washington, DC 20005 | phone: 800-487-1497 (Toll-Free) / 202-379-2200 | fax: 202-379-2299 | mail@cfpboard.org

 
X

We welcome your feedback and invite you to complete a brief 5-question survey to help us improve your experience on CFP.net.

It's easy to participate and will take less than 2 minutes:

Click the "Yes" button below to continue your visit on CFP.net as intended. When finished, simply retrieve and complete the questionnaire that will appear in a new browser window.