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Business Wire
24-07-2025
- Business
- Business Wire
CFP Board Announces Search for Next CEO, Engages Spencer Stuart
WASHINGTON--(BUSINESS WIRE)--CFP Board today announced that it has retained executive recruitment firm Spencer Stuart to assist in the search for its next Chief Executive Officer. The search follows the February announcement of CFP Board CEO Kevin R. Keller's planned April 2026 retirement and reflects CFP Board's commitment to a deliberate, strategic transition. 'The Board of Directors is approaching this transition with a clear plan, and we are excited to partner with Spencer Stuart in this important search,' said CFP Board Chair Liz Miller, CFP®, CFA®. Share The Board of Directors began preparing for this transition early in 2025, forming a CEO Search Committee led by 2025 Chair-Elect Terri Kallsen, CFP®. This thoughtful planning allows ample time to conduct a thorough search and engage a broad range of stakeholders. 'The Board of Directors is approaching this transition with a clear plan, and we are excited to partner with Spencer Stuart in this important search,' said CFP Board Chair Liz Miller, CFP®, CFA®. The search begins immediately. 'We're looking for an innovative leader who will not only drive our strategic initiatives forward but also embody the core values of our organization — integrity, commitment to the profession and a focus on the public interest,' said Kallsen. CFP Board invites highly qualified candidates to apply. This process will involve thorough outreach to leaders within the association and financial planning communities to help ensure a broad, well-qualified candidate pool. For inquiries or further information, contact the following at Spencer Stuart: Leslie Hortum (lhortum@ and Sarah Burley Reid (sburleyreid@ 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. ABOUT SPENCER STUART Spencer Stuart is a global executive search and leadership advisory firm that works with organizations to help them find and develop the leaders they need to succeed in a complex and rapidly changing world.
Business Standard
30-05-2025
- Business
- Business Standard
FPSB India and NPS Trust Sign MoU to Boost Financial Education and Retirement Planning Awareness Across India
PNN Mumbai (Maharashtra) [India], May 30: FPSB India, the Indian subsidiary of Financial Planning Standards Board Ltd., and the NPS Trust (National Pension System Trust) have signed a Memorandum of Understanding (MoU) to jointly enable educational outreach, knowledge exchange, and research collaboration to amplify awareness around retirement planning and long-term financial well-being in India. "At FPSB India, we believe that financial education is not just a life skill - it is a life changer. This MoU with NPS Trust is a powerful opportunity to integrate retirement planning as a central theme of personal finance education and reach diverse segments of society with credible, action-oriented guidance," said Krishan Mishra, CEO, FPSB India. The initiative aligns with the larger vision of strengthening long-term financial security and empowering individuals to make informed financial decisions throughout their life stages. Key initiatives under this MoU include: -Joint Awareness Campaigns on NPS, NPS Vatsalya, APY, and other PFRDA-regulated schemes via seminars, digital outreach, and workshops. -Targeted Outreach to institutions, enterprises, government bodies, and the general public to promote retirement planning awareness. -Information Exchange & Research Collaboration to develop high-quality, relevant financial education content. The MoU reinforces the commitment of both organizations to the Government of India's vision of financial inclusion and Viksit Bharat by providing the tools, resources, and knowledge to plan and secure one's financial future. This strategic partnership aims to enhance the public's understanding of retirement planning and personal finance, especially among institutions, enterprises, government bodies, and the general public. About FPSB India: FPSB India is the leading financial planning body in India and is dedicated to establishing, upholding, and promoting professional standards in financial planning throughout India. FPSB India offers the globally recognized CFP® certification, which represents excellence in financial planning through rigorous competency and ethical standards. It is home to over 3,215 CFP professionals in India and part of a global network of organizations representing more than 230,648 CFP professionals worldwide. FPSB India is the Indian subsidiary of Financial Planning Standards Board Ltd. (FPSB Ltd.), the global standards-setting body for the financial planning profession and owner of the international CERTIFIED FINANCIAL PLANNER certification program. FPSB Ltd. owns the CFP, CERTIFIED FINANCIAL PLANNER and the CFP® outside the United States. FPSB Ltd. licenses these marks to FPSB Institute India Pvt. Ltd to administer CFP certification in India. For more information, visit
