CFP Board today announced the appointment of Chia-Li Chien, Ph.D., CFP^® as its Managing Director of Professional Practice. Chien will oversee CFP Board’s competency standards for certification, including examinations, experience, education and continuing education requirements.

As Managing Director, Chien ensures that CFP^® certification meets the annual third-party accreditation standards of the National Commission for Certifying Agencies and that the CFP^® exam remains a valid, reliable and legally defensible assessment, upholding the highest professional standards. She also provides executive leadership for stakeholder services, driving excellence in administration, enforcement and practitioner engagement.

“Chia-Li’s unique combination of academic expertise, practice experience and leadership in financial planning education make her the ideal fit for this role,” said CFP Board CEO Kevin R. Keller, CAE. “Her deep understanding of the financial planning profession is a key asset in our work to keep CFP^® certification impactful and relevant.”

Chien joins CFP Board from The American College of Financial Services, where she served as Associate Provost of Undergraduate & Graduate Programs, overseeing standards, policies and curriculum management. During her time there, she developed a new CFP Board Registered Program — the Master of Science in Financial Planning.

With a decade of experience in financial services education, Chien has been instrumental in developing CFP Board Registered Programs, including those at Ball State University and California Lutheran University. Before leading financial education programs, she was a CFP^® practitioner and held several senior management roles in Fortune 500 companies.

A longtime CFP Board volunteer, Chien was Chair of the 2024 Council on Education, a mentor in the WIN program and a CFP exam writer and reviewer for over a decade.

“I’m thrilled to step into this role,” said Chien. “I’m eager to build on CFP Board’s legacy of excellence in step with the evolving financial planning profession.”

Chien holds a Ph.D. in financial and retirement planning and an M.S. in financial services from The American College of Financial Services. She earned an M.S. in insurance from the University of Hartford and her bachelor’s degree in finance from Central Connecticut State University.

Based in CFP Board’s Washington, D.C., headquarters, Chien will report to CFP Board COO K. Dane Snowden. She joined the organization on April 7. 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 100,000 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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