CFP Board today announced the appointment of Ben Roberts, CPTD, SHRM-SCP as its Managing Director of Program Development. Roberts brings over two decades of experience in program development and stakeholder engagement.

As Managing Director, Roberts will lead the innovation, development and delivery of programs, products and services that advance the financial planning profession for the benefit of the public. He and his team will be responsible for initiatives that support CFP^® professionals’ delivery of competent advice to their clients; assist CFP^® professionals in complying with laws, regulations and CFP^® certification standards; and help candidates prepare for and pass the CFP^® exam. The team will enhance the value of CFP^® certification and reinforce CFP Board’s leadership role in the financial planning ecosystem.

“Ben’s experience developing creative, impactful programs will enhance our ability to serve CFP^® professionals,” said CFP Board CEO Kevin R. Keller, CAE. “In this rapidly changing economic, regulatory and technology landscape, Ben’s innovative approach will be a critical asset as CFP Board continues to provide greater value to CFP^® professionals.”

Roberts brings over 20 years' corporate experience in workplace learning and program development across diverse industries. Before joining CFP Board, Roberts served as Vice President, Global Human Resources and People Operations at Silverchair, an independent platform partner for scholarly and professional publishers, where he designed and delivered executive leadership development programs.

Previously, Roberts was Senior Manager, Learning and Development at Deloitte, where he led a team managing leadership curricula and delivery for more than 180,000 professionals. He also directed Deloitte's award-winning Social Impact Portfolio, delivering programs that impacted over 8,000 veterans and transitioning service members, and developed thousands of school leaders impacting over two million students globally. Roberts also held program and leadership development roles at The Walt Disney Co., The Coca-Cola Co. and Strategic Education.

"I'm excited to join CFP Board because this work matters," said Roberts. “Strengthening and expanding support for the education and professional development of CFP^® professionals and candidates serves the public interest. Consumers deserve the best possible guidance, and these efforts will ensure that CFP^® professionals are equipped to deliver.”

Roberts holds an Executive MBA from West Virginia University and a bachelor's degree in business administration and human resource management from University of Tennessee, Knoxville.

Based in CFP Board’s Washington, D.C., headquarters, Roberts will report to CFP Board Chief Program Officer Lisa Davis. He joined the organization on January 30, 2026. CFP Board’s recruiting partner, Vetted Solutions, assisted in the search for this new role.

ABOUT CFP BOARD

CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER^® certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning. CFP^® certification is held by more than 107,000 people in the U.S. CFP Board Center for Financial Planning addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.

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