CFP Board Financial Planning Competency Handbook. Board CFP
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University. Archuleta holds a Bachelor’s degree in Family Relations and Child Development with a minor in Business Management from Oklahoma State University and Master’s and Doctoral degrees in Marriage and Family Therapy with an emphasis in Personal Financial Planning from Kansas State University.
Sarah D. Asebedo, MS, CFP®
Sarah D. Asebedo, MS, CFP®, is Assistant Professor of Practice in Financial Planning at Virginia Tech and is currently pursuing a doctorate in Personal Financial Planning from Kansas State University. Her research interests focus on the connection between well-being and economic behavior for individuals and families. She has been a practitioner for over 10 years and is currently President of Perennial Wealth Group, Inc. Sarah also serves as a board member for the Financial Therapy Association.
Sonya L. Britt, PhD, CFP®
Sonya L. Britt, PhD, CFP®, is Associate Professor of Personal Financial Planning at Kansas State University. She holds a Bachelor’s degree in personal financial planning and a Master’s degree in marriage and family therapy from Kansas State University and a PhD in personal financial planning from Texas Tech University.
Elissa Buie, MBA, CFP®
Elissa Buie, CFP®, earned an MBA from UMD and a BS in commerce from the University of Virginia. Elissa is past Chair of the Foundation for Financial Planning and Financial Planning Association (U.S.). She is Dean for FPA’s Residency Program and was named to the inaugural Financial Times Top 100 Women Financial Advisers list. Additionally, Elissa received the prestigious P. Kemp Fain, Jr. Award, the financial planning profession’s equivalent of a lifetime achievement award. She holds an appointment as Distinguished Adjunct Professor at GGU.
Sharon A. Burns, PhD, CPA (Inactive)
Sharon Burns served as a clinical associate professor at Purdue University from 2009 to 2012, teaching retirement planning and negotiations. She is an expert in retirement planning, the economics of aging, and financial planning for women.
Swarn Chatterjee, PhD
Swarn Chatterjee, PhD, is Associate Professor of Financial Planning at the University of Georgia. He has published more than 40 peer-reviewed papers and teaches classes in investing, portfolio management, and behavioral finance. He serves as co-director of the Financial Planning Performance Laboratory at the University of Georgia.
L. Ann Coulson, PhD, CFP®
L. Ann Coulson, PhD, CFP®, is a faculty member in Personal Financial Planning at Kansas State University. She earned her BS and PhD from the University of Missouri and her MS from the University of Arkansas. Additionally, she earned the CFP designation in 1991. Dr. Coulson serves as the CFP Board Registered Program Director for the BS, MS, and graduate certificate programs at Kansas State University.
Martie Gillen, PhD
Martie Gillen is Assistant Professor in the Department of Family, Youth, and Community Sciences at the University of Florida. She earned her doctorate in family studies from the University of Kentucky. Her research interests include behavioral economics, the economic well-being of older adults, Social Security retirement benefits, and retirement planning. Dr. Gillen teaches undergraduate courses in research methods and personal and family financial planning, as well as courses for the Graduate Certificate in Personal and Family Financial Planning Program, a CFP Board registered program.
John Gilliam, PhD, CFP®
John Gilliam, ChFC, CLU, is Associate Professor in the Department of Personal Financial Planning at Texas Tech University. His academic interests are strongly influenced by more than 30 years of professional experience as a financial and insurance advisor.
Joseph W. Goetz, PhD
Joseph W. Goetz, PhD, is Associate Professor of Financial Planning at the University of Georgia, co-founder of the ASPIRE Clinic, and a founding principal of Elwood & Goetz Wealth Advisory Group. He has authored numerous publications in the areas of financial planning pedagogy, investment risk tolerance, and financial planning communication. He received his Bachelor’s degree from the University of Missouri–Columbia, and completed three graduate degrees in the areas of financial planning, psychology, and consumer economics at Texas Tech University.
John E. Grable, PhD, CFP®
John E. Grable, PhD, CFP®, holds an Athletic Association Endowed Professorship at the University of Georgia. Dr. Grable served as the founding editor for the Journal of Personal Finance and the founding co-editor of the Journal of Financial Therapy. His research interests include financial risk-tolerance assessment, behavioral financial planning, and psychophysiological economics. He is Director of the Financial Planning Performance Laboratory at the University of Georgia.
Michael Gutter, PhD
Dr. Michael Gutter is Associate Dean for Extension and State Program Leader for 4-H Youth Development, Families, and Communities for the Institute of Food and Agricultural Sciences at the University of Florida. He serves as the current program director of the three certificate programs. Dr. Gutter’s research focuses on examining how socioeconomic status, financial education, personal psychology, and financial socialization are related to financial behaviors. His outreach focuses on improving financial behaviors by increasing knowledge, skills, and access to services.
Vickie Hampton, PhD, CFP®
Vickie Hampton is Professor and Department Chair of Personal Financial Planning at Texas Tech University. She has authored articles on career development, determinants of success on the CFP® Certification Examination, and financial planning benchmarks for measuring financial well-being. Vickie has been active on national boards, serving on the Board of Trustees for the American College, the Certified Financial Planner (CFP) Board of Governors and Board of Examiners, the Academy of Financial Services Board, and the Louisiana State University CFP Advisory Board. She received her MS and PhD degrees in family and consumption economics at the University of Illinois at Urbana-Champaign.
Andrew Head, MA, CFP ®
Andrew Head, MA, CFP®, joined Western Kentucky University in 2010 and teaches courses on personal finance, estate, tax, and insurance planning, among others, in addition to serving as the Director of the WKU CFP® Board Registered Financial Planning Programs as well as the WKU Center for Financial Success. He is faculty advisor to the WKU FPA™ Student Chapter and Membership Chair for FPA™ of Kentuckiana. Andrew is also managing partner of Journey Financial Management, LLC, a multistate RIA.
Webster Hewitt, CPA, CFP®
Webster Hewitt owns a fee-only financial planning firm, Hewitt Lane, with his wife Mandy, located in Athens, Georgia. He has earned both the CPA and CFP® designations and is working toward his PhD.
Bradley T. Klontz, PsyD, CFP®
Bradley T. Klontz, PsyD, CFP®, is Associate Professor in Financial Planning at Kansas State University, a Partner at Occidental Asset Management, LLC, and Co-Founder of the Financial Psychology Institute™. He is a co-author/editor of Mind Over Money: Overcoming the Money Disorders that Threaten Our Financial Health (Broadway Business), Facilitating Financial Health: Tools for Financial Planners, Coaches, & Therapists (National Underwriter Company), Wired for Wealth (HCI), The Financial Wisdom of Ebenezer Scrooge (HCI), and Financial Therapy: Theory, Research, & Practice (Springer).
L. Michael Ladd, CFA, CAIA, CMT, CFP®
L. Michael Ladd has been an investment manager and analyst for over 20 years and has covered a host of the world’s stock, bond, and currency markets throughout his career. He is currently the President and Chief Investment Officer of an SEC-registered investment advisory firm, as well as an Adjunct Professor teaching investments at both Point Loma Nazarene University and San Diego State University. Michael received his MBA from the University of Oklahoma.
Derek