CFP Board Taps Program Development Veteran Ben Roberts as Managing Director
Event summary
- Ben Roberts joins CFP Board as Managing Director of Program Development on January 30, 2026.
- Roberts brings over 20 years of experience in program development and stakeholder engagement from roles at Deloitte, Silverchair, and other major corporations.
- He will lead initiatives supporting CFP® professionals' compliance with standards and client service delivery.
- CFP Board oversees more than 107,000 certified financial planners in the U.S.
The big picture
CFP Board's appointment of Ben Roberts underscores the growing emphasis on professional development within financial planning. As regulatory scrutiny intensifies and consumer demand for competent advice rises, the organization is positioning itself to strengthen standards and support for its certified professionals. With over 107,000 CFP® certificants, the move reflects broader industry trends toward credentialing and specialization in wealth management.
What we're watching
- Program Innovation
- How Roberts' corporate experience will translate to enhancing CFP Board's educational and certification programs.
- Regulatory Alignment
- Whether the new leadership can better position CFP® professionals for evolving economic and regulatory landscapes.
- Professional Standards
- The pace at which CFP Board can expand support for diversity and workforce development in financial planning.