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October 01, 2009 at 04:00 AM
? Charles Moran, JD, CFP, is the new chair-elect of the Certified Financial Planner Board of Standards’ Board. He will begin his duties on January 1, 2010, when Robert Glovsky begins his term as 2010 chair. Moran, who is director of the CFP Board-registered program and professor of business administration at the State University of New York-Cobleskill, will serve as the chair beginning the following January.
The CFP Board has also named Michele Wetherald as managing director of examinations, education, and talent.
? The Financial Planning Association (FPA) will celebrate the profession’s 40th anniversary at FPA Anaheim 2009, its annual conference to be held October 10-13 The History of Financial Planning, a book detailing the birth and evolution of the financial planning profession, will be available at the conference.
