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
 

Dan Martonfi, CFP

Committee/Panel Position(s)

Member, CFP Examination Panel

Employer

Educators Financial Group
Toronto, ON

Although Dan grew up in Canada, he began his career in the financial services industry in 1997 with American Express Financial Advisors (now Ameriprise) in Jacksonville, Florida. He returned to Canada and obtained the CFP designation and now works for Educators Financial Group, a company that provides financial planning and investments to the education community in Ontario. Dan has completed the Canadian Securities course, Wealth Management Essentials, and Personal Financial Planning courses, among others. He has participated in scoring the CFP exam as a team leader, mock exam writing and item writing. Dan has also volunteered with Junior Achievement, bringing financial literacy to children and teens.

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