As part of its commitment to keep open lines of communication with CFP® professionals and other CFP Board stakeholders, CFP Board has organized informational Webinars (not for continuing education credit) that allow CFP Board's leadership to provide updates on current activities related to CFP® certification and to answer questions from CFP® professionals and others.

Comments and questions about CFP Board's Business Update Webinars may be sent to webinars@cfpboard.org.

March 2012 CFP Board Business Update Webinar

CFP Board Business Update
Friday, March 9, 2012
1:30 - 2:45 p.m. (Eastern Time)

Join CFP Board’s leadership for important updates on CFP Board's activities and accomplishments during CFP Board’s Business Update Webinar on Friday, March 9, 2012 at 1:30 p.m. (Eastern Time). This Webinar features Alan Goldfarb, CFP®, 2012 Chair, Nancy A. Kistner, CFP®, 2012 Chair-Elect and Kevin R. Keller, CAE, CFP Board's CEO, who will share the latest news on CFP Board recent activities, including the progress of CFP Board’s Public Awareness Campaign, public outreach activities and developments in CFP Board’s engagement with public policy.

This free informational Webinar is the latest in a series designed to update CFP® professionals and other CFP Board stakeholders on CFP Board's activities and key issues related to CFP® certification.

• November 2011 Webinar
• July 2011 Webinar
• March 2011 Webinar
• November 2010 Webinar
• July 2010 Webinar
• March 2010 Webinar
• November 2009 Webinar
• July 2009 Webinar
• March 2009 Webinar
• November 2008 Webinar
• July 2008 Webinar

Past Webinars

November 2011 CFP Board Business Update Webinar

CFP Board Business Update
Friday, November 4, 2011
2:30 - 3:45 p.m. (Eastern Time)
Recording available on YouTube

The Webinar was presented in an interactive format hosted by Rita Cheng, CFP®. Panelists Charles A. Moran, CFP®, CEBS, JD, 2011 Chair of CFP Board's Board of Directors, Alan Goldfarb, CFP®, 2011 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO, shared the latest news on CFP Board's activities and accomplishments, including public policy advocacy and CFP Board's Public Awareness Campaign.

Read coverage of the webinar from Bank Investment Consultant >

Questions and comments on this Webinar, or suggestions for topics that might be covered in future Webinars, may be submitted to webinars@cfpboard.org.

July 2011 CFP Board Business Update Webinar

CFP Board Business Update
Friday, July 15, 2011
2:30 - 3:45 p.m. (Eastern Time)
Recording available on YouTube

The Webinar was presented in an interactive format hosted by Richard Salmen, CFP®. Panelists Charles A. Moran, CFP®, CEBS, JD, 2011 Chair of CFP Board's Board of Directors, Alan Goldfarb, CFP®, 2011 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO, shared the latest news on CFP Board's new Public Awareness Campaign and developments in CFP Board's work to establish and uphold rigorous competency standards for the CFP® certification.

March 2011 CFP Board Business Update Webinar

CFP Board Business Update
Friday, March 4, 2011
3:00 - 4:15 p.m. (Eastern Time)
Recording available on YouTube

The Webinar was presented in an interactive format hosted by Lynn Ballou, CFP®. Panelists Charles A. Moran, CFP®, CEBS, JD, 2011 Chair of CFP Board's Board of Directors, Alan Goldfarb, CFP®, 2011 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO, shared details on the next steps for CFP Board's Public Awareness Campaign and other important updates on CFP Board's recent activities.

November 2010 CFP Board Business Update Webinar

CFP Board Business Update
Wednesday, November 17, 2010
2:30 - 4:00 p.m. (Eastern Time)
Recording available on YouTube

The Webinar was presented in an interactive format hosted by Mark Johannessen, CFP®. Panelists Robert J. Glovsky, CFP®, 2010 Chair of the Board of Directors, Charles A. Moran, CFP®, 2010 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO, shared information about the Board of Directors' decision to move forward with a national Public Awareness Campaign, provided updates on CFP Board's recent activities and upcoming initiatives, and addressed questions from the Webinar audience.

July 2010 CFP Board Business Update Webinar

CFP Board Business Update
Friday, July 16, 2010
1:30 - 2:45 p.m. (Eastern Time)
Recording available on YouTube

This free informational Webinar, held the day before CFP Board's 25th anniversary, updated CFP® certificants and other CFP Board stakeholders on CFP Board's recent activities and key issues related to CFP® certification, with a special look at the plans underway at CFP Board for increased consumer outreach and marketing.

The Webinar was presented in an interactive format hosted by Dan Candura, CFP®. Panelists Robert J. Glovsky, CFP®, 2010 Chair of the Board of Directors, Charles A. Moran, CFP®, 2010 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO, reflected on CFP Board's silver anniversary and shared about CFP Board’s recent activities and plans to achieve our mission of benefiting the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The Webinar featured updates on CFP Board's work with the Financial Planning Coalition to influence regulatory reform legislation, provided updates on CFP Board’s consumer outreach, introduced the results of CFP Board's 2009 Job Analysis Study, reviewing the new Job Task Domains and Principal Topics for the March 2012 and later administrations of the CFP® Certification Examination, and answered questions from the Webinar audience.

March 2010 CFP Board Business Update Webinar

CFP Board Business Update
Friday, March 5, 2010
1:30 - 2:45 p.m. (Eastern Time)
Recording available on YouTube

This free informational Webinar updated CFP® certificants and other CFP Board stakeholders on CFP Board's recent activities and key issues related to CFP® certification, with a look at CFP Board’s activities and priorities for 2010.

The Webinar was presented in an interactive format hosted by Mark Johannessen, CFP®. Panelists Robert J. Glovsky, CFP®, 2010 Chair of the Board of Directors, Charles A. Moran, CFP®, 2010 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO, provided updates on CFP Board’s heightened engagement on public policy issues and work with the Financial Planning Coalition and included the announcement of CFP Board's adoption of a Financial Plan Development Course requirement to CFP Board's education standards, a requirement that will be implemented no earlier than March 2012. The panelists also provided an overview of CFP Board's plans for 2010 and addressed questions from the audience.

November 2009 CFP Board Business Update Webinar

CFP Board Business Update
Friday, November 20, 2009, 2:00 - 3:15 p.m. (ET)
Recording available on YouTube

This free informational Webinar updated CFP® certificants and other CFP Board stakeholders on CFP Board's recent activities and key issues related to CFP® certification, with a look ahead to CFP Board’s plans for 2010.

The Webinar was presented in an interactive format hosted by Stewart H. Welch, III, CFP®. Panelists Marilyn Capelli Dimitroff, CFP®, 2009 Chair of the Board of Directors, Robert J. Glovsky, CFP®, 2009 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO, provided updates on CFP Board’s heightened engagement on public policy issues and work with the Financial Planning Coalition, as well as updates on the 2009 Job Analysis Study and the recent proposal for a financial plan development course requirement for those seeking to attain CFP® certification. The panelists also provided an overview of CFP Board's plans for 2010 and addressed questions from the audience.

July 2009 CFP Board Business Update Webinar

CFP Board Business Update
Tuesday, July 14, 2009, 1:30 - 2:45 p.m. (Eastern Time)
Recording available on YouTube

This free informational Webinar updated CFP® certificants and other CFP Board stakeholders on CFP Board's activities and key issues related to CFP® certification, with a focus on two of CFP Board’s priorities for 2009: public policy and public outreach.

The Webinar was presented in an interactive format hosted by Daniel Moisand, CFP®. Panelists Marilyn Capelli Dimitroff, CFP®, 2009 Chair of the Board of Directors, Robert J. Glovsky, CFP®, 2009 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO, provided updates on CFP Board’s involvement in the Financial Planning Coalition that has called for a national oversight board for financial planners, shared about CFP Board’s efforts to educate consumers about the importance of ethical and competent financial planning services provided by professionals who hold CFP® certification, and addressed many questions from the live audience.

March 2009 CFP Board Business Update Webinar

CFP Board Business Update
Friday, March 6, 2009, 1:30 - 2:45 p.m. (Eastern Time)
Recording available on YouTube

This free informational Webinar updated CFP® certificants and other CFP Board stakeholders on CFP Board's activities and key issues related to CFP® certification, with a focus on CFP Board's work with the Financial Planning Coalition that is working to provide the financial planning profession with a unified voice that can effectively shape the discussion of future reforms to the regulation of the financial services industry.

The Webinar was presented in an interactive format hosted by Mark Johannessen, CFP®. Panelists Marilyn Capelli Dimitroff, CFP®, 2009 Chair of the Board of Directors, Robert J. Glovsky, CFP®, 2009 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO, provided updates on CFP Board’s recent and upcoming activities, including updates from the Board of Directors meeting that concluded immediately prior to the Webinar, and addressed many questions from the live audience. View the Webinar questions and answers.

November 2008 CFP Board Business Update Webinar

CFP Board Business Update
Monday, November 17, 2008, 11:00 a.m. - 12:15 p.m. (ET)
Recording available on YouTube

This free informational Webinar (not for continuing education credit) provided CFP® certificants and other CFP Board stakeholders with a look ahead to CFP Board’s activities during the coming year.

The Webinar was presented in an interactive format hosted by Daniel Moisand, CFP®, 2008 Chair of CFP Board’s Disciplinary and Ethics Commission. Panelists David G. Strege, CFP®, 2008 Chair of CFP Board's Board of Directors, Marilyn Capelli Dimitroff, CFP®, 2008 Chair-Elect of the Board of Directors, Robert J. Glovsky, CFP®, 2009 Chair-Elect of the Board of Directors, and Kevin R. Keller, CAE, CFP Board's CEO, provided updates on CFP Board’s recent and upcoming activities and shared CFP Board’s plans for increased consumer outreach and promotion of the CFP® marks in 2009. The Webinar also featured updates on the implementation of revised ethical standards for CFP® certificants and CFP Board’s increased involvement in discussions on public policy issues affecting the financial planning profession. View the Webinar questions and answers.

July 2008 CFP Board Business Update Webinar

CFP Board Business Update
Wednesday, July 9, 2008, 1:00 - 2:15 p.m. (ET)

CFP Board held this free informational Webinar (not for continuing education credit) to update CFP® certificants and other CFP Board stakeholders on CFP Board's activities and key issues related to CFP® certification and give certificants an opportunity to ask questions and provide their input. More than 500 individuals participated in the live presentation on July 9, 2008.

This inaugural Webinar featured David G. Strege, CFP®, Chair of CFP Board’s Board of Directors, Marilyn Capelli Dimitroff, CFP®, Chair-Elect of the Board of Directors, and Kevin R. Keller, CAE, CFP Board’s CEO, and focused on CFP Board's mission and strategic direction, as well as its revised ethical standards and their enforcement. The Webinar was presented in an interactive format and hosted by Stewart H. Welch, III, CFP® of The Welch Group in Birmingham, Alabama, who previously served on CFP Board’s Board of Directors and Board of Professional Review (now Disciplinary and Ethics Commission).

The Webinar included two polling questions related to CFP Board's revised Standards of Professional Conduct, which has an effective date of July 1, 2008 and an enforcement date of January 1, 2009. View the polling results. The Webinar also included time for the panel to address questions from the audience. CFP Board has collected all questions asked by Webinar participants and provided answers to them. View the Webinar questions and answers.