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CFP Board’s Mohrman-Gillis to Head New Center for Financial Planning

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The Certified Financial Planner Board of Standards announced Wednesday that Marilyn Mohrman-Gillis has been named executive director of the recently formed CFP Board Center for Financial Planning, where she will lead a “profession-wide effort to build a more diverse and sustainable financial planner work force.”

Mohrman-Gillis will continue in her current post as CFP Board’s managing director for public policy and communications, which she has held since July 2008, until a successor is named.

Kevin Keller, CFP Board’s CEO, said that Mohrman-Gillis is a “highly regarded leader within the financial planning community” and brings “a wealth of knowledge and proven skills to this critical position.”

With her “strong track record of success,” Keller added, “I am confident that the Center will thrive under her leadership.”  

She will report to Keller and work closely with the Center’s Advisory Council on development and implementation of research and program initiatives “to advance the Center’s goal of building a 21st century financial planner work force.”

Morhrman-Gillis said the Center “will leverage collective resources to positively impact the financial planning profession for generations to come,” adding that she looks forward “to leading this collaborative effort to build capacity for the financial planning profession by creating a sustainable supply of new and more diverse advisors to serve the public and to more firmly establish financial planning as a recognized profession by students, faculty, advisors and the public we serve.”

Mohrman-Gillis helped create the Financial Planning Coalition — comprising the CFP Board, the Financial Planning Association and the National Association of Personal Financial Advisors — to influence policy outcomes to benefit the public, including the promotion of fiduciary level financial advice.

CFP Board also named Charles Chaffin, Ed.D, to the Center’s newly created position director of Academic Home. Chaffin – who has been with CFP Board since April 2010 – will be responsible for leading the Center’s Academic Home initiatives, which will include creating an academic journal for financial planning, conducting an academic colloquium, and building the body of knowledge for the financial planning profession.

He will also continue to recruit and support the development of new degree-level programs, but oversight and support responsibilities for the 370-plus CFP Board Registered Programs will be transitioned to a new director of academic programs.

— Check out CFP Board Disciplinary Roundup: 2015 on ThinkAdvisor.