Confidential Application for Board Directors—Board Term to Begin January 1, 2027 and end on December 31, 2029
We are honored that you are interested in serving as a Director of the
CFP Board Center for Financial Planning and the CFP Board of Standards.
CFP Board is seeking candidates for its next class of board directors. In preparation for selection, the Nominating Committee conducted a detailed gap analysis to identify professional experiences, skills, and/or business model knowledge that would best complement the current directors—given the mission and future strategic direction of the organization.
The Nominating Committee anticipates identifying up to three individuals for board service. Priority will be given to:
- Client-facing CFP® professional from a firm with at least $2 billion in assets under management; preference for individuals managing at least $300 million in assets
- CFP® professional in an RIA leadership role with direct experience in private equity and/or rollup transactions
- Technology professional (e.g., FinTech executive) with deep expertise in artificial intelligence and its impact on financial planning consumers and advisors
CFP Board maintains its longstanding commitment to diversity, equity and inclusion in all aspects of its mission and activities at all levels of the organization, including the Board of Directors. We believe that diversity of experience and perspective will strengthen the organization’s impact. To that end, the Board of Directors should reflect a collective mixture of human and organizational assets including race, color religion, national origin, age, sex, disability, veteran status or sexual orientation—all while leveraging the power of diversity, equity and inclusion.
Thank you for considering Board of Director involvement and for the personal time and energy that you will be putting into this important aspect of building a stronger Board and thus a stronger financial planning profession.
Sincerely,
The 2026 Nominating Committee
In our sincere effort to successfully recruit a qualified and diverse slate of candidates, we have developed a comprehensive selection process. The process includes the following eight (8) steps:
STEP 1 — All interested parties should carefully review the full position and candidate specifications at CFP.net/docs/volunteers/candidate.pdf to self-assess their qualifications and their realistic view of the time commitment that board service will require.
STEP 2 — Each candidate should then complete the electronic application in full. All applications must be received electronically by no later than 5 PM Pacific Coast time, June 5, 2026. Late applications will not be considered.
STEP 3 — The Nominating Committee will carefully review and assess all applications against the position description profile and will select a “short list” of candidates for further consideration. This will be completed by mid-July.
STEP 4 — The “short list” of candidates will be required to complete a Volunteer Agreement and undergo a public records background check.
STEP 5 — Provided that there are not concerns or issues as a result of Step 4, the Nominating Committee will conduct first-round candidate phone interviews. These will be conducted between August 3-14, 2026.
STEP 6 — The Nominating Committee will select a small group of finalist candidates for second-round in-person interviews. The interviews will take place in Washington, DC on September 16-17, 2026.
STEP 7 — The Nominating Committee will select the candidates for presentation to the Board in early October 2026.
STEP 8 — The Board will elect the new Directors at its board meeting, to be held in early October, to serve a four-year term, beginning January 1, 2027.