As CEO of the Certified Financial Planner Board of Standards (CFP) Board, Kevin Keller says associations have tremendous power to bring people together and to achieve things they couldn't do on their own.
“That’s the whole idea,” he admits. “The kinds of achievements we’ve had of bringing folks together helped shape industries and professions. They strengthened communities and, in our case, we feel like we're really improving the lives of millions of people. It's that collective action.”
Based in Washington, D.C., Keller believes he has the best job on K Street, Washington, DC's renowned hb of lobbyists and associations, because “CFP professionals change people's lives,” he said.
“We at CFP Board envision a future where every American has access to competent and ethical financial planning. It's that mission and that vision that motivates me and the 120-plus staff here at CFP Board on an ongoing basis.”
“We live in Washington. I could be representing any number of different special interests, but this is one that's special to me,” he added.
Indeed, it’s that mission and vision that also has Keller being recognized as an InvestmentNews Awards 2024 Excellence Awardee, with the winners announced on June 20 at 583 Park Avenue, New York City in a glitzy, red carpet ceremony. Click here to register to attend.
Keller offers some advice for up-and-coming financial planners. “Chase what you want.”
“Find a career that's rewarding and find that work-life balance. That could be a career in financial planning for many people,” he said.
Chasing productivity is one thing, but when you're cutting corners, missing details, and making mistakes, it's time to take a step back.
It is not clear how many employees will be affected, but none of the private partnership’s 20,000 financial advisors will see their jobs at risk.
The historic summer sitting saw a roughly two-thirds pass rate, with most CFP hopefuls falling in the under-40 age group.
"The greed and deception of this Ponzi scheme has resulted in the same way they have throughout history," said Daniel Brubaker, U.S. Postal Inspection Service inspector in charge.
Elsewhere, an advisor formerly with a Commonwealth affiliate firm is launching her own independent practice with an Osaic OSJ.
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