Following a previously charted path of executive succession, the Certified Financial Planner Board of Standards has announced Liz Miller as the new chair of its board of directors for 2025.
Miller, whose path to leadership was set in 2023 when she was selected as 2024 chair-elect, officially began serving in her board chair role for CFP Board of Standards and CFP Board Center for Financial Planning on January 1.
She assumes leadership at a historic time for the organization, with the largest-ever number of financial planning professionals across the US holding the CFP mark.
“Leading CFP Board is truly an honor,” Miller said in a statement Tuesday. “Last year, we surpassed 100,000 CFP certificants, and we are moving forward from a position of strength in 2025. We are making strides to continue growing the financial planning workforce by supporting both the next generation and career changers.”
A central focus of Miller’s agenda is addressing gender representation within the financial planning profession. As part of its broader diversity efforts, CFP Board – which recently achieved a female majority in board membership for the first time in its history – is launching a multi-faceted strategy aimed at increasing the presence of women in financial planning. The initiative includes research, partnerships, resource development, and thought leadership, culminating in the launch of a national campaign later this year.
“I also want to highlight this profession’s appeal to women,” Miller said. “Having spent my entire career in this industry, I know how rewarding and flexible financial planning can be.”
In addition to diversity efforts, Miller will oversee initiatives aimed at helping financial planners stay ahead of technological advancements, including artificial intelligence. The organization said it plans to work with AI experts, providing CFP professionals with resources to navigate and integrate AI tools into their practices.
Her leadership also begins as the credential-granting body is proposing a slew of changes to revamp its competency standards.
Miller is the founder and president of Summit Place Financial Advisors, an independent RIA she launched in 2008. Beyond her firm and the CFP Board, she's built a long record of leadership in the financial planning profession, including tenures on the Wealth Management Task Force for the CFA Institute as well as a leading role on the first Private Wealth Management committee at the CFA Society of New York.
In a clear vote of confidence, CFP Board CEO Kevin Keller described Miller "a visionary leader with exceptional experience, passion and commitment."
“Her leadership will help guide us through a rapidly evolving technological landscape, while her commitment to supporting CFP certificants and promoting diversity will help build a more inclusive profession,” Keller said.
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