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New Hires at CFP Board

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Furthering its efforts to bulk up its D.C. staff, the CFP Board announced September 4 two new hires: Steven Barkley is now director of examinations and Patrick Cuddy is director of professional alliances for the planner certification body.

Barkley will be responsible for the development of the CFP Certification Examination and report to Carol Lee Roberts, managing director of examination and education. Cuddy will be responsible for enhancing the recognition and acceptance of the CFP certification “as the essential standard for financial planning by strengthening relationships with firms that employ CFP professionals, promoting the benefits of the certification to professionals with related designations and users of financial planning services,” the Board says in the release announcing both appointments. Cuddy will report to Asha Williams, managing director of communications and marketing.

According to the release, Barkley was most recently director of Medical College Admission Test Technology & Program Development at the Association of American Medical Colleges, while Cuddy was a partner at Applied Communications Group, an organization that developed interactive case study programs serving the financial services industry.


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