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CFP Board Appoints UBS Head of Wealth Planning to Chair Council on Education

WASHINGTON, May 10, 2010 (BUSINESS WIRE) -- Certified Financial Planner Board of Standards, Inc. and UBS Wealth Management announced today in a joint statement that UBS Head of Wealth Planning in the U.S., Mark Kordes, will serve as the new Chair of the CFP Board Council on Education.

Created by CFP Board's CEO to advise senior staff on the development and clarification of all Education policies of the CFP (R) Certification process, the Council on Education further provides advice on CFP Board-Registered Program criteria for delivery of personal financial planning coursework at colleges and universities across the United States, continuing education requirements for certification renewal, and CFP Board accepted continuing education programs and sponsors standards.

Mark H. Kordes, CFP(R), CLU, ChFC, CAP, AEP, brings more than 25 years of experience in the financial services industry to the table as the new Chair of CFP Board's Council on Education. Kordes joined UBS Wealth Management in April 2004 and is currently the Head of Wealth Planning for the US. In this role, he is responsible for all aspects of the Financial Planning platform in all market segments, the Trust & Estate UHNW Consulting Team, Philanthropic Services and the UBS Attorney Network. Prior to UBS, Kordes worked as the Director of Private Planning Services for Merrill Lynch's Private Banking & Investment Group.

Certified Financial Planner Board of Standards, Inc. Chief Executive Officer Kevin R. Keller said: "CFP Board is very fortunate that Mark has agreed to fill this volunteer leadership position. We feel strongly that Mark has the appropriate skill set to chair the CFP Board Council on Education. We anticipate that he will be a great fit to work with CFP Board staff, to provide Council input, coordinate Council activities, and to represent the Council at the Program Director's Conference and other CFP Board meetings regarding CFP education and certification." The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP(R) certification and upholding it as the recognized standard of excellence for personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP(R) certificants and other stakeholders. CFP Board owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(TM), and the federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP Board currently authorizes more than 61,000 individuals to use these marks in the U.S.

CFP(R) - The Recognized Standard of Excellence in Personal Financial Planning EDITOR'S NOTE: A high resolution photograph of Mark H. Kordes, CFP(R), CLU, ChFC, CAP, AEP, is available upon request for publication with news stories and announcements.

SOURCE: Certified Financial Planner Board of Standards, Inc.

CONTACT: Certified Financial Planner Board of Standards, Inc. Michele Warholic Wetherald Managing Director of Examinations, Education and Talent 202-379-2210 mwetherald@cfpboard.org Copyright Business Wire 2010 -0- KEYWORD: United States

North America

District of Columbia INDUSTRY KEYWORD: Professional Services

Banking

Consulting

Finance SUBJECT CODE: Personnel