The CFP Exam Panel is comprised of experts in all areas of financial planning, such as retirement planning, risk management and taxation.

The exam panel's purpose is to ensure:

  • the certification exams sufficiently and appropriately assess the competence of candidates for certification by demonstrating the necessary knowledge, skills and abilities
  • individuals who are qualified receive a passing score and individuals who are not qualified receive a failing score
 

Shannon Bernstein, CFP

Chair, CFP Examination Panel

Senior Financial Consultant

MD Management Ltd.

Kitchener, ON

Robert An, CFP

Member, CFP Examination Panel

Wealth Strategist

CIBC Private Wealth

Vancouver, BC

Gisele Gherasim, CFP

Member, CFP Examination Panel

Partner

Brothers & Company

Regina, SK

Farzad Khoshandamgoli, CFP®

CFP Examination Panel

Senior Investment/Wealth Advisor

CIBC Wood Gundy

Edmonton, AB

Timothy Kileel, CFP®

Member, CFP Examination Panel

Portfolio Manager

MD Private Investment Counsel

Moncton, NB

Jeff Lightheart, CFP

Member, Disciplinary Hearing Panel Roster

President & Financial Planner

Lightheart Insurance and Financial Services

Regina, SK

Dan Martonfi, CFP

Member, CFP Examination Panel

Regional Vice-President

Educators Financial Group

Toronto, ON

Minoo Naderi, CFP®

Member, CFP Examination Panel

Vice President, Institutional Distribution

TD Asset Management Inc

Toronto, ON

Jacqueline Soong, CFP

Member, CFP Examination Panel

Certified Financial Planner

Desjardins Financial Security Independent Network

Toronto, ON

Shannon Tatlock, CFP®

Member, CFP Examination Panel

Financial Planner

Kevin R Williams Financial Services Inc.

Moncton, NB

R. Paul Thorne, CFP, TEP

Member, CFP Examination Panel

Director of Advanced Planning, Estate & Financial Planning Services, Central/Atlantic Region

Sun Life Financial

Dartmouth, NS

John Vermeulen, CFP

Member, CFP Examination Panel

Wealth Advisor

Vancity/Aviso Wealth

Vancouver, BC

Ian Wood, CFP

Member, CFP Examination Panel

Investment Counsellor

Cardinal Capital Management Inc.

Winnipeg, MB