CFP Board Forms Commission to Provide Guidance on New Standards

Keller said the commission “is fundamental to ensuring successful understanding, adoption and compliance with the new standards.”

CFP Board’s Standards were approved in late March and go into effect Oct. 1, 2019.

Commission members are:

• Blaine Aikin, chairman, executive chairman of fi360 and CEFEX
• Pamela Banks, senior policy counsel, Financial Services, Consumers Union, the advocacy division of Consumer Reports
• Pat Daxon, vice president, Wealth, Retirement & Portfolio Solutions, Raymond James
• Melanie Fein, founder of the Law Offices of Melanie Fein
• Randy Gardner, educator and founder, Goals Gap Planning LLC
• Linda Leitz, founder, Peace of Mind Financial Planning Inc.
• Eugene Maloney, executive vice president at Federated Investors Inc.
• John Pettee, wealth strategist at Schwab Private Client Investment Advisory
• Bill Prewitt, founder of Charleston Financial Advisors, LLC
• Fred Reish, partner at Drinker Biddle & Reath LLP
• Peter Richardson, assistant general counsel at Northwestern Mutual
• Kevin Ruth, head of Wealth Management and Personal Trust, Fidelity Investments
• Lori Trawinski, director of banking and finance at AARP Public Policy Institute

— Related on ThinkAdvisor:

• CFP Certification Exam Will Test Knowledge of New Tax Law
• CFP Board Grapples With Lack of Diversity in the Profession