Last Update

2016-08-14T00:00:00.000Z

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Wrong Tamara Monroe?

Ms. Tamara S. Monroe

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Background Information

Employment History

Director of Legal Services

FINANCIAL PLANNING STANDARDS BOARD LTD

Staff Counsel

CFP Board incorporated

Education

Bachelor's degree

University of Akron , Ohio

Juris Doctor degree

Seattle University School of Law

Web References (72 Total References)


Tamara ...

www.fpsb.org [cached]

Tamara Monroe

...
Tamara Monroe Director of Legal Services
Tamara Monroe joined FPSB in May 2007 as director of legal services, overseeing governance, intellectual property, tax-exempt and corporate legal work, managing agreements with FPSB Members and potential Members, and managing other licensing, vendor and services contracts.
Read
Ms. Monroe's responsibilities also include the compliance portion of FPSB's Member Assessment Program, which evaluates the CFP certification programs in 24 territories to ensure that CFP professionals meet consistent, rigorous standards around the world.
Prior to joining FPSB, Ms. Monroe was director of core operations and professional review at Certified Financial Planner Board of Standards Inc. She received her bachelor's, cum laude, from the University of Akron, Ohio and a Juris Doctor degree from Seattle University School of Law, Seattle, Washington. Contact Tamara at tmonroe@fpsb.org for questions regarding FPSB's governance, use of FPSB's trademarks or the FPSB Member Assessment Program.


Tamara ...

www.fpsb.org [cached]

Tamara Monroe

...
Tamara Monroe Director of Legal Services
Tamara Monroe joined FPSB in May 2007 as director of legal services, overseeing governance, intellectual property, tax-exempt and corporate legal work, managing agreements with FPSB Members and potential Members, and managing other licensing, vendor and services contracts.
Ms. Monroe's responsibilities also include the compliance portion of FPSB's Member Assessment Program, which evaluates the CFP certification programs in 24 territories to ensure that CFP professionals meet consistent, rigorous standards around the world.
Prior to joining FPSB, Ms. Monroe was director of core operations and professional review at Certified Financial Planner Board of Standards Inc. She received her bachelor's, cum laude, from the University of Akron, Ohio and a Juris Doctor degree from Seattle University School of Law, Seattle, Washington. Contact Tamara at tmonroe@fpsb.org for questions regarding FPSB's governance, use of FPSB's trademarks or the FPSB Member Assessment Program.


Financial Planning Standards ...

www.fpsb.org [cached]

Financial Planning Standards Board names Tamara Monroe as Director of Legal Services

DENVER, 08 June 2007 - Financial Planning Standards Board Ltd. (FPSB) announced today that it has named Tamara S. Monroe, Esq. to be the association's Director of Legal Services. Ms. Monroe will oversee the trademark and corporate legal work, manage licensing and affiliation agreements, ensure compliance with international CFP certification program standards, and support FPSB Affiliates in developing and implementing disciplinary processes.
"Tamara's experience with CFP Board is a natural fit with FPSB's strategic mission to establish CFP certification as the mark of financial planning professionalism globally," said Noel Maye, FPSB CEO.
...
Prior to joining FPSB, Ms. Monroe spent six years with Certified Financial Planner Board of Standards, Inc., which owns the CFP marks in the U.S., most recently as Director of Core Operations and Professional Review. In addition to overseeing CFP Board's disciplinary process, she managed the Education and Examination, Stakeholder and Certification Services, and Information Technology departments.
"I look forward to enhancing FPSB's already rigorous standards for certification to ensure the global public can access and benefit from the advice of competent and ethical planners," said Ms. Monroe. "I am eager to work with FPSB's Affiliates to ensure the ethical standards for CFP certification are consistently administered globally."
Ms. Monroe earned her Bachelor's degree from University of Akron, Ohio, and her Juris Doctor degree from Seattle University School of Law.


Financial Planning Standards ...

fpsb.org [cached]

Financial Planning Standards Board names Tamara Monroe as Director of Legal Services

DENVER, 08 June 2007 - Financial Planning Standards Board Ltd. (FPSB) announced today that it has named Tamara S. Monroe, Esq. to be the association's Director of Legal Services. Ms. Monroe will oversee the trademark and corporate legal work, manage licensing and affiliation agreements, ensure compliance with international CFP certification program standards, and support FPSB Affiliates in developing and implementing disciplinary processes.
"Tamara's experience with CFP Board is a natural fit with FPSB's strategic mission to establish CFP certification as the mark of financial planning professionalism globally," said Noel Maye, FPSB CEO.
...
Prior to joining FPSB, Ms. Monroe spent six years with Certified Financial Planner Board of Standards, Inc., which owns the CFP marks in the U.S., most recently as Director of Core Operations and Professional Review. In addition to overseeing CFP Board's disciplinary process, she managed the Education and Examination, Stakeholder and Certification Services, and Information Technology departments.
"I look forward to enhancing FPSB's already rigorous standards for certification to ensure the global public can access and benefit from the advice of competent and ethical planners," said Ms. Monroe. "I am eager to work with FPSB's Affiliates to ensure the ethical standards for CFP certification are consistently administered globally."
Ms. Monroe earned her Bachelor's degree from University of Akron, Ohio, and her Juris Doctor degree from Seattle University School of Law.


Financial Planning Standards ...

www.fpsb.org [cached]

Financial Planning Standards Board names Tamara Monroe as Director of Legal Services

DENVER, 08 June 2007 - Financial Planning Standards Board Ltd. (FPSB) announced today that it has named Tamara S. Monroe, Esq. to be the association's Director of Legal Services. Ms. Monroe will oversee the trademark and corporate legal work, manage licensing and affiliation agreements, ensure compliance with international CFP certification program standards, and support FPSB Affiliates in developing and implementing disciplinary processes.
"Tamara's experience with CFP Board is a natural fit with FPSB's strategic mission to establish CFP certification as the mark of financial planning professionalism globally," said Noel Maye, FPSB CEO.
...
Prior to joining FPSB, Ms. Monroe spent six years with Certified Financial Planner Board of Standards, Inc., which owns the CFP marks in the U.S., most recently as Director of Core Operations and Professional Review. In addition to overseeing CFP Board's disciplinary process, she managed the Education and Examination, Stakeholder and Certification Services, and Information Technology departments.
"I look forward to enhancing FPSB's already rigorous standards for certification to ensure the global public can access and benefit from the advice of competent and ethical planners," said Ms. Monroe. "I am eager to work with FPSB's Affiliates to ensure the ethical standards for CFP certification are consistently administered globally."
Ms. Monroe earned her Bachelor's degree from University of Akron, Ohio, and her Juris Doctor degree from Seattle University School of Law.

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