Behind the Scenes: Inside the CFP Board
October 16, 2012 9:21 AM
Behind the Scenes: Inside the CFP Board
Nearly five years after relocating to Washington, the CFP Board has increased staff and certificants as the organization has actively engaged in the policy debates that will shape the regulatory landscape that impacts the regulatory industry. Check out a photo essay that looks under the hood of this vibrant organization.
Kevin Keller, CEO
When Kevin Keller took the top spot at the CFP Board in 2007, the organization, then based in Denver, had five employees and was facing a crisis of confidence among many planners throughout the industry. He's help lead its surge, but he says its a team effort.
Behind the Scenes: Inside the CFP Board
Michael Shaw, managing director of professional standards and legal, and Michele Warholic, managing director of education, examination and talent.
Behind the Scenes: Inside the CFP Board
Tom Crowder, managing director of business planning and marketing.
Behind the Scenes: Inside the CFP Board
A white board charts the status of programs applying to offer CFP continuing education credits.
Behind the Scenes: Inside the CFP Board
Pushpins in a map of the United States indicate the higher education institutions registered with the CFP Board that offer financial planning courses.
