To Support Initiatives Promoting the CFP certification to financial services firms
WASHINGTON, May 4, 2021 /PRNewswire/ — Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has hired Kim Hayes, CFP® as Director of Corporate Relations. In this role, Hayes will report to Managing Director for Corporate Relations Joseph V. Maugeri, CFP® and contribute to key initiatives aimed at reinforcing firms’ preferences for CFP® certification and the incorporation of CFP® certification as an important element of their hiring and professional development programs.
“CFP Board values its strong relationships with firms across the nation as we work together to build a more diverse pipeline of CFP® professionals to provide competent and ethical financial planning to the public,” said CFP Board’s Chief Executive Officer Kevin R. Keller, CAE. “Kim’s talents and experiences will make her a vital member of our Corporate Relations team and its work to strengthen and expand these important relationships.”
Years Of Experience
Prior to joining CFP Board, Hayes was director of financial planning at Waddell & Reed Financial, Inc. (WRI) in Shawnee Mission, Kansas, where she led financial planning activity and coordinated training efforts for advisors, as well as actively promoting CFP® certification. Hayes previously served a financial planning consultant at WRI and worked in financial planning and education planning services roles at other firms in Kansas.
Hayes earned her CFP® certification in 2003 and has been actively involved with the financial planning profession. Since 2016, she has served on CFP Board’s Disciplinary and Ethics Commission. She has been a member of the program committee of the Financial Planning Association of Greater Kansas City since 2020.
“Kim’s experience and demonstrated leadership make her a compelling advocate for financial planning practice and the importance of CFP® certification,” said Maugeri. “I look forward to working with her to expand our programs to strengthen firms’ support of CFP® certification.”
About CFP Board
Certified Financial Planner Board of Standards, Inc. is a professional body for personal financial planners in the U.S. CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. CFP Board, along with its Center for Financial Planning, is committed to increasing the public’s awareness of CFP® certification and access to a diverse, ethical and competent financial planning workforce. Widely recognized by firms as the standard for financial planning, CFP® certification is held by more than 88,000 people in the United States.