CFP Board names director of examinations

The Certified Financial Planner Board of Standards Inc. has tapped Carol Lee Roberts as its new managing director of Examinations and Education, effective Nov. 5.
Ms. Roberts will be responsible for directing the examination and education components of CFP certification.
She will also oversee the CFP Board’s development of the CFP certification examination.
Furthermore, she will be responsible for the development and support of the more than 300 financial planning education programs in the United States that have registered with CFP Board to prepare financial planners for CFP certification.
Ms. Roberts has spent 16 years at New York-based Merrill Lynch & Co. Inc. and served as program manager for the Planning Certificate Program at DePaul University in Chicago.
She also directed DePaul’s Office of Continuing and Professional Education.
Ms. Roberts is involved with the Financial Planning Association of Illinois, where she currently serves as its director of programming, and with CFP Board, where she served on the Education Task Force.
The CFP Board, which is the body for over 56,000 professionals holding the CFP designation, is currently in the process of moving its operations to Washington from its current location in Denver.

Related Topics: Certified Financial Planner Board Of Standards Inc. (CFP Board)