, Newburyport, MA


November 22, 2011

Business News in Brief


Coffman contributes to examination questions

Dallas W. Coffman, CLU¬Æ, ChFC¬Æ, EA, CFP¬Æ serves as a subject matter expert for Certified Financial Planner Board of Standards, contributing to the development of examination questions for the CFP¬Æ Certification Examination. On Sept. 14-15, Coffman participated in an Item-Writing Workshop in San Diego, Calif., which focused on writing examination questions targeting the job tasks that define the work of the Certified Financial Planner™ professional.

The job tasks were identified and verified through an extensive Job Analysis Survey of CFP® practitioners conducted in 2009 by CFP Board. A Job Analysis Study is conducted approximately every five years and serves as the basis for the development of the blueprint for the CFP® Certification Examination.

Coffman grew up in Newburyport and graduated NHS Class of 1975, Bentley College Class of 1979 and has lived in North Reading since 2001. He is also a branch manager with LPL Financial, member FINRA/SIPC. He founded Whitman Financial Services, LLC in 1983 and has been located in Wakefield ever since. His office is at 382 Lowell St., Suite 203, and he can be reached at 781-246-0902 or via email at

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