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CFP Board Names Director of Examinations.


WASHINGTON -- Certified Financial Planner Certified Financial Planner (CFP)

A person who has passed examinations accredited by the Certified Financial Planner Board of Standards, showing that the person is able to manage a client's banking, estate, insurance, investment, and tax affairs.
 Board of Standards, Inc. (CFP 1. CFP - Constraint Functional Programming.
2. CFP - Communicating Functional Processes.
3. CFP - Call For Papers (for a conference).
 Board), the professional regulatory body for over 56,000 professionals holding CERTIFIED FINANCIAL PLANNER[TM] certification, has named Julie T. Heil to the position of Director of Examinations, effective January 1, 2008.

Ms. Heil has extensive experience in test development, including the development of certification examinations for CFP Board during her time at the Chauncey Group International (now known as Prometric), a leading provider of certification and licensing examinations for professionals, businesses, and government.

In her role as Director of Examinations, Ms. Heil will have oversight
For Oversight in Wikipedia, see Wikipedia:Oversight.


Oversight may refer to:
  • Government regulation — The role of an official authority in regulating a separate authority.
 for the development of the CFP([R]) Certification Examination, a rigorous comprehensive exam that tests the ability to apply financial planning Financial planning

Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against
 knowledge to real-life situations. To obtain CFP([R]) certification from CFP Board, applicants must pass the current CFP([R]) Certification Examination; the cumulative pass rate is 57%.

"Julie's hands-on experience with the entire process of test development, and her familiarity with the CFP([R]) Certification Examination, makes her an ideal choice for CFP Board's new Director of Examinations," said Carol Lee Roberts, CFP([R]), Managing Director of Examinations and Education. "Her expertise will help ensure that the CFP([R]) certification exam continues to meet the high standards of competent and ethical financial planning administered by CFP Board for the benefit of the public that seeks financial planning services."

Ms. Heil comes to CFP Board from the American Institutes for Research, where she worked with the Ohio Department of Education, overseeing the development of content for grade K-8 tests in reading, writing, science, social studies and mathematics. Previously Ms. Heil worked at the Chauncey Group International, where she was the senior test developer for the certification examinations for CFP Board as well as other organizations. She holds a Bachelor of Arts degree from St. Joseph's University as well as advanced degrees from West Chester West Chester, borough (1990 pop. 18,041), seat of Chester co., SE Pa., W of Philadelphia; inc. 1799. Primarily residential, West Chester was long the trade and processing center for an agricultural region that is now mainly suburbs.  University and Widener University Widener University is a private, coeducational university located in Chester, Pennsylvania. Its main campus sits on 108 acres (.44 km²), just 14 miles south of Philadelphia. .

The mission of Certified Financial Planner Board of Standards, Inc. is to help people benefit from competent, professional and ethical financial planning. CFP Board owns the certification marks A certification mark on a commercial product indicates five things:
  • The existence of a legal follow-up or product certification agreement between the manufacturer
 CFP([R]), CERTIFIED FINANCIAL PLANNER[TM] and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP Board currently authorizes more than 56,000 individuals to use these marks in the United States United States, officially United States of America, republic (2005 est. pop. 295,734,000), 3,539,227 sq mi (9,166,598 sq km), North America. The United States is the world's third largest country in population and the fourth largest country in area. . For more about CFP Board, visit www.CFP.net.

CFP([R]) - The Recognized Standard of Excellence in Personal Financial Planning
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Publication:Business Wire
Date:Dec 14, 2007
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