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CFP Board
Washington, Dist. Columbia, United States
(remote)
18 hours ago
Job Type
Board Volunteer
Job Duration
1-2 Years
Salary
$1.00 - $10.00
Industry
Finance
Min Experience
Over 10 Years
Min Education
BA/BS/Undergraduate
Required Travel
0-10%
Salary - Type
Yearly Salary
Job Function
Other

Description

CFP Board, a nonprofit entity that represents the best interest of the public, was founded to create a more diverse and sustainable financial planning profession, so that every American has access to competent and ethical financial planning advice. www.cfp.net

 

This year we are partnering with Washington DC executive search firm, Pangburn International LLC, to identify potential new board members for their upcoming 2024 election cycle.  Elected board members will start their three-year term in January 2025.

 

Each year, the Nominating Committee conducts a gap analysis of the talents and professional background of the current board to determine what missing expertise and professional background might strengthen next year’s board.  The result of this recent exercise was the determination that the board would be greatly enhanced by two new leaders as follows:

 

  • IN THE PUBLIC MEMBER CATEGORY:  A strategic senior nonprofit CEO executive who leads or previously led (retired CEOs will also be considered) a sizeable nonprofit or association (with a $25m plus annual budget) that has a significant credentialing / accreditation component to the services it provides, and

 

As CFP Board of Directors are volunteer positions, these positions are non-fee-based for the director’s time.  All expenses, of course, will be covered. The rewards to the directors, however, are significant in terms of:  the mission itself to serve the public, the excellent national board training and onboarding received, the insider’s perspective and first-hand knowledge about the wealth management industry gained, and an opportunity to work with some of the top leaders in the industry. The board is also a fun / high energy group that enjoys the camaraderie of each other while meeting at 5-star resorts around the country! In all honesty, we have never spoken to a board member that is terming off the board that regretted the three (3) years they spent on the Board.

 

Expression of interest should be emailed to Wendy@pangburnintl.com with a cover letter addressing the potential candidates experience strategically leading an organization with a credentialing service along with a chronologically organized resume.  in the Subject field of the email please state:  CFP Board.



Requirements

OVERALL EXPERIENCE AND QUALIFICATIONS FOR PUBLIC MEMBERS


While a majority of Board members hold the CFP® certification and have significant senior-level industry experience, CFP Board’s Bylaws require that at least two Board members specifically represent the voice of the public at all times. These Public Members should bring seasoned and external experience from other organizations to ensure continuing diversity of thought. The Public Members must be prepared to actively participate as full Board members in regularly scheduled Board and committee meetings. They must value the importance of cooperative and constructive engagement, do all the preparation required for meetings and participate in any ad hoc meetings that arise.


CFP Board defines a Public Member as an individual who is not a CFP® professional and, in the past five years, has not (1) provided professional financial planning services or (2) primarily provided, either in an individual capacity or through a firm, goods or services to (a) financial services clients or (b) individuals or firms that primarily serve the financial services industry.


The Public Members have a significant opportunity to participate in guiding the policy direction of the organization as it moves into the future and effectively meets the needs of a variety of stakeholders. The Public Members consistently support CFP Board’s missions and serve the public by ensuring that the CFP® certification is upheld as the recognized standard of excellence for personal financial planning across America.


This coming election cycle, the Nominating Committee has targeted the need for a Public Member, preferably and association executive (ideally with a certification focus), and an individual with deep technological experience and understanding.

Job ID: 73142447

Please refer to the company's website or job descriptions to learn more about them.

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