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CFP Board is committed to open, two-way communications with its stakeholders. There are many opportunities for CFP® certificants and others to connect with CFP Board in meaningful ways.


Chair's Message to Stakeholders

Marilyn Capelli Dimitroff, CFP®, 2009 Chair of CFP Board's Board of Directors, shares about CFP Board's recent successes and plans for 2009. CFP Board appreciates the contributions CFP Board’s stakeholders have made to upholding the reputation of the CFP® certification as the standard of excellence for personal financial planning.
View the video message on YouTube >

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Board of Directors Meeting Summaries

The Board of Directors is the policy-making and oversight body of CFP Board. The Board of Directors meets several times each year, and a summary of topics discussed and decisions made at each meeting is posted online for review.

Read summaries of Board of Directors meetings >

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CFP® Certificant Connection

These town-hall style events are an opportunity for CFP® certificants and other CFP Board stakeholders to engage in two-way dialogue with CFP Board's leadership. During 2009, Marilyn Capelli Dimitroff, CFP®, 2009 Chair of the Board of Directors, and Kevin R. Keller, CAE, CFP Board's CEO will be available at CFP® Certificant Connection meetings in several cities across the country. The events are held in an open format to allow participants to address the issues of most concern to them, and to provide CFP Board’s leadership the chance to connect with local CFP® certificant communities across the country.

Learn more and view the current schedule >

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Business Update Webinars

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® certificants and others. Recordings of past Webinars and answers to questions asked by Webinar attendees are available through CFP Board's Web site.

Read more and view recordings of past Webinars >

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The monthly CFP Board Report newsletter is published to inform CFP® certificants, the profession and the public of CFP Board activities, policies, and initiatives. Items of interest to the CFP® certificant community may be submitted for possible inclusion in future issues at mail@CFPBoard.org.

Read the latest CFP Board Report newsletter >

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Volunteer Opportunities

The work of CFP Board benefits greatly from the contributions of its stakeholders, and there are many opportunities for CFP® certificants and others to become involved with CFP Board in meaningful and rewarding ways. In addition to volunteer positions on CFP Board's Board of Directors, Councils or Commission that require a several-year commitment, there are many opportunities for stakeholders to become involved with CFP Board through short-term projects related to exam development, professional review and other key areas related to the CFP® certification.

Read more about volunteer opportunities with CFP Board >

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Contact Information

CFP Board welcomes questions and comments from CFP® certificants and other stakeholders.

Address:
1425 K Street, NW, Suite 500
Washington, DC 20005
P: 800-487-1497 (Toll-Free)
P: 202-379-2200
F: 202-379-2299


Call CFP Board Toll-Free At:
800-487-1497
 
E-mail Addresses:
Contact the Board of Directors
BOD@CFPBoard.org

General Questions
mail@CFPBoard.org

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