For CFP® Professionals

MAXXCAT_START

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® professionals and others.

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

Upcoming Webinar

CFP Board Business Update Webinar
Friday, July 15, 2016
2:00–3:00 p.m. Eastern Time

Interact with CFP Board’s leadership and get the latest news about CFP Board’s work to uphold the CFP® certification. Join us on Friday, July 15, 2016, from 2:00 - 3:00 p.m. (Eastern Time), when Mike Greene, CFP®, 2016 Chair of CFP Board’s Board of Directors, Blaine Aikin, CFP®, 2016 Chair-Elect, and Kevin Keller, CFP Board's CEO, will report from the latest meeting of CFP Board’s Board of Directors, provide updates on CFP Board’s initiatives and priorities, and answer questions from the audience.

Register to Attend


March 2016 Business Update Webinar

CFP Board Business Update Webinar
Friday, March 4, 2016
Recording available on YouTube
Download the presentation slides (PDF, 1.14 MB)

During this webinar, hosted by Edward Moore, CFP®, panelists Mike R. Greene, CFP®, 2016 Chair of CFP Board’s Board of Directors, Blaine Aikin, CFP®, 2016 Chair-Elect and Kevin Keller, CFP Board's CEO, shared the latest information from CFP Board’s Board of Directors, provided updates on CFP Board’s work to uphold the CFP® certification.

Topics addressed include:


November 2015 Business Update Webinar

CFP Board Business Update Webinar
Friday, November 6, 2015
Recording available on YouTube
Download the presentation slides (PDF, 1.12 MB)

During this webinar, hosted by Neal Van Zutphen, CFP®, panelists Richard Rojeck, CFP®, 2015 Chair of CFP Board’s Board of Directors, Mike Greene, CFP®, 2015 Chair-Elect and Kevin Keller, CFP Board's CEO, shared the latest information from CFP Board’s Board of Directors, provided updates on CFP Board’s work in 2015 to uphold the CFP® certification, and showed a look ahead to 2016.

Topics addressed include:


June 2015 Business Update Webinar

CFP Board Business Update Webinar
Friday, June 26, 2015
Recording available on YouTube
Download the presentation slides (PDF, 1.98 MB)

During this webinar, hosted by Felicia Gopaul, CFP®, President, College Funding Resource and CFP Board Ambassador in Orange County, CA, panelists Richard Rojeck, CFP®, 2015 Chair of CFP Board’s Board of Directors, and Kevin R. Keller, CAE, CFP Board's CEO, shared the latest news about CFP Board’s work to uphold the CFP® certification.

Topics addressed include:


March 2015 Business Update Webinar

CFP Board Business Update Webinar
Friday, March 6, 2015
Recording available on YouTube
Download the presentation slides (PDF, 1.26 MB)

During this webinar, hosted by Mary Beth Franklin, Contributing Editor at InvestmentNews, panelists Richard Rojeck, CFP®, 2015 Chair of CFP Board’s Board of Directors, Joe Votava, Jr., CFP®, 2015 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO, shared brief updates on CFP Board’s recent activities and priorities for 2015, and answered questions from the audience.

Topics addressed include:

Center For Financial Planning | Logo | Gold

The Center's focus includes workforce development, diversity, and the profession's body of knowledge.

Learn More

Reach New Clients

CFP Board’s “Find a CFP® Professional” online search tool can help you connect with Americans seeking professional financial planning services.

Update Your Profile Today

Continuing
Education

More than 1,000 CE Sponsors have registered with CFP Board to provide continuing education.

Find CE Opportunities