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
 

Robert An, CFP

Committee/Panel Position(s)

Member, CFP Examination Panel

Employer

CIBC Private Wealth
Vancouver, BC

Rob has over 15 years of experience in public practice and financial services. Since 2019, Rob has been providing holistic wealth planning for high-net-worth clients, often involving tax and trust & estate planning.

In addition to his CFP designation, Rob is also a CPA, CGA, a CLU and a TEP. Rob has also completed the 3-year CPA In-Depth Tax Program and is a member of the Canadian Tax Foundation.

Rob is an active volunteer with FP Canada, CPA Canada, CPA BC, and the SFU Mentors in Business program.

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