Palm Beach Gardens, Florida, United States
Contact Info
951 followers
500+ connections
About
Experience & Education
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MEIRA (Formerly The Lubitz Financial Group)
View Rubina Kakli’s full experience
See their title, tenure and more.
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Licenses & Certifications
Volunteer Experience
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Researcher, Writer, and Author
Financial Planning Standards Board Ltd.
Establishing Global Standards for creating a Financial Plan
Successfully completed research project identifying, compiling, organizing, and describing regulatory bodies for each of the member countries, such as Taiwan etc. Developed and conducted webinar on Digital Transformation in Financial Planning for continuing education credit to the global community. -
Pro Bono Commitee
Financial Planning Association of South Florida
Speaker at Financial Literacy Camp for the Clerk and Comptroller Office
Speaker at Palm Beach County Library System for Employees on Financial Education -
Chapter Leader Ambassador
Financial Planning Association
Conducted nationwide webinar to members on Best Practices for Chapter Operations
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Women's Initiative|Exam Item Reviewer and Writer
CFP Board
Conducted budgeting workshops to disadvantaged girls in middle school
Due diligence on exam questions -
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Pro Bono Presentor
Women In Distress
- Present 3 years 7 months
Social Services
Conducted financial literacy workshops
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Speaker|Chair Practice Management|Member
Innovating Advice/NextGen Planners
Forward thinking Financial Planning Community that is ready to disrupt the industry.
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Subject Matter Expert
Future Proof Digital
Subject Matter Expert - Advice Gap
Publications
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Conducted/Created Webinar - Digital Transformation in Financial Planning
Financial Planning Standards Board
Projects
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Fairness Review for CFP Exam, CFP Board
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Piloted this program
Honors & Awards
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Nominated for Invest in Others Award
Savvy Ladies
The Invest in Others Awards program recognizes financial advisors who are making a difference with charities across the country and around the world.
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Chair of the Council of Examinations at the CFP Board
CFP Board
Appointed Chair of the Council of Examinations by the President of the CFP Board. Lead the Council in advising the CFP Board on the due diligence for each of the CFP Board examinations.
Languages
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Urdu/Punjabi
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Organizations
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CFP Board
Council of Examinations - Appointed Chair of the Council as of January 2020 - One of only 7 people across the country, appointed by the CEO of the CFP Board to advise the organization on the examinations
- Present -
Financial Planning Association of South Florida
Past President
Instituted online reservations for chapter meetings and overall streamlined processes/procedures; which resulted in increase in revenue.
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