CFP Board Center for Financial Planning Appoints Psychologist and Financial Educator Matt J. Goren, Ph.D., CFP® as Chief Knowledge Officer for the Practice

“Matt is an accomplished psychologist and financial planner with exceptional experience designing and developing CFP® certification training programs,” said CFP Board CEO Kevin R. Keller, CAE. “With a focus on the interplay of personal finance and psychology, Matt has already helped train over 10,000 counselors. In his new role at the Center, he will continue to deploy his skills to advance the profession. as a financial planner and help CFP® professionals excel in their careers and provide exceptional service to clients.”

Based at the CFP Board washington d.c. headquarters, Goren will oversee all education programs, including initiatives that facilitate increasing the number and diversity of faculty needed to teach in CFP Board registered programs. He will also lead the programming and implementation of the Academic Research Colloquium, the Centre’s annual international meeting of researchers, practitioners, graduate students, and leaders in the practice of financial planning. In addition, Goren will help increase visibility and ensure knowledge dissemination across the Financial Planning Review and other publications.

Goren was recently appointed to the 2022 Investment News class of 40 Under 40, where the publication asked “Who better to educate future financial planners on the psychology of money than a psychologist and a financial planner?”

“The CFP® certification was my first entry into financial planning. My business professor told me, ‘If you want to be taken seriously as a financial planner, you need to get your CFP® certification,’ so I did,” Goren said. “I am delighted to now join the board of CFP, the organization I have held in such high regard for over a decade, and look forward to bringing best practices from academia and industry to advance the programs and initiatives of the Center for Financial Planning.”

Goren joins the CFP Board from the American College of Financial Services, where he served as Assistant Professor of Financial Planning and Director of the CFP® Certification Training Program for one of the CFP Board’s most successful registered programs.

Formerly a professor at University of Georgia (UGA) and the University of California, Berkeley (UC Berkeley), Goren has created and taught courses on topics ranging from investments to cultural psychology and statistics. At UGA, he quadrupled enrollment in the introductory financial planning major course, and his team at UGA’s ASPIRE Clinic received the Pro Bono Advisors of the Year award from Financial Planning Magazine. He is also a regular columnist on and was the creator and producer of the NPR radio show “Nothing Funny About Money”, which won the Best Consumer Financial Information Award from the Association for Financial Counseling & Planning Education in 2018.

Goren holds a Bachelor of Science in Psychology from the University of Floridaholds a Master of Science in Social Psychology from the University of Georgia and a doctorate. in social psychology from UC Berkeley.

The Certified Financial Planner Board of Standards, Inc. is a professional body for personal financial planners in the United States. The CFP Board sets standards for financial planning and administers the prestigious CFP® certification – one of the most respected certifications in financial services – so that the public has access to and benefits from competent and ethical financial planning. . CFP’s Board of Directors, along with its Financial Planning Center, is committed to increasing public awareness of the CFP® certification and access to a diverse, ethical and responsible financial planning workforce. competent. Widely recognized by businesses as the standard in financial planning, the CFP® certification is held by more than 93,000 people in the United States.

SOURCE Certified Financial Planner Board of Standards, Inc.