CFP Board Appoints UBS Head of Wealth
Planning to Chair Council on Education
May 10, 2010 01:03 PM Eastern Daylight Time
WASHINGTON--(EON: Enhanced Online News)--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 ® 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®, 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