Letter from Tamara Monroe,

As the Director of Legal Services of the Financial Planning Standards Board and as the former head of Professional Review at CFP Board, I have more than a casual interest in the developments at CFP Board.  Over the past year, I have seen an evolution of sorts.  Beginning with the move to Washington, CFP Board seems to be acting on many of the ideas that were only discussed during my tenure, and I am pleased to see that CEO Kevin Keller and his staff have accomplished a number of initiatives with great speed and success.

In an organization with many stakeholders, institutional change is, as you know, often met with great resistance.  This is particularly the case with the recent changes in the DEC, and it is concerning this matter that I write.