Kieran Rooney, CFPDirector of Standards & Certification
As Director of Standards & Certification at FPSB, Kieran Rooney, CFP, is responsible for executing FPSB’s strategies for standards for the global profession and requirements for FPSB’s pathway and CFP certifications.
Before FPSB, Ms. Rooney was a financial advisor with Boston-based Modera Wealth Management, delivering fee-only advice and tax, investment and insurance strategies to high-net-worth clients, and developing financial planning standards for content, process and workflow for Modera’s U.S. network of offices.
A CFP professional and Enrolled Agent with the U.S. Internal Revenue Service, Ms. Rooney co-hosts the Financial Planning Association’s Cross-Border Knowledge Circle and moderates its Journal in the Round Webinar.
Previously, Ms. Rooney worked for United Nations agencies in Denmark and Italy, where she managed course creation, piloting, administration and standard-setting to ensure alignment of courses delivered in five languages to 14,000 end users in 100+ countries. Before the United Nations, Ms. Rooney worked at U.S.-based Development Alternatives, Inc., where she managed donor engagement and led audit reporting for a US$15M USAID project in Haiti. She also served as Institutional Communications Manager with INSEAD – one of the world’s leading graduate business schools with campuses in UAE, Brazil, France, Singapore, the UAE and the US – developing executive education partnerships with global companies.
She holds a certificate in financial planning from Bryant University, a bachelor’s in counseling and human services from the University of Scranton in Pennsylvania, and a master’s in public health from the EHESP School of Public Health in Paris, France. An Irish and U.S. national, Ms. Rooney speaks English (native), French (advanced intermediate) and Romanian (beginner).