For CFP® Professionals

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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® professionals and others.

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


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:


NOVEMBER 2014 CFP BOARD BUSINESS UPDATE WEBINAR

CFP Board Business Update
Friday, November 14, 2014
Recording available on YouTube
Download the presentation slides (PDF, 421 KB)

During this webinar, hosted by Paul Auslander, CFP®, panelists Ray Ferrara, CFP®, 2014 Chair of CFP Board’s Board of Directors, Richard Rojeck, CFP®, 2014 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO, shared brief updates on CFP Board’s latest activities, including a report from the November 2014 meeting of CFP Board's Board of Directors, the announcement of 5 newly-elected Board Directors, updates on CFP Board’s 2015 goals related to Awareness, Growth, Recognition & Regulation, and Authority, and answers to audience questions.

View the full recording below, or use the following links to jump to a specific section of the recording:


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July 2014 CFP Board Business Update Webinar

CFP Board Business Update
Thursday, July 17, 2014
Recording available on YouTube
Download the presentation slides (PDF, 890 KB)
 

During this webinar, panelists Ray Ferrara, CFP®, 2014 Chair of CFP Board’s Board of Directors, Richard Rojeck, CFP®, 2014 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO, shared brief updates on CFP Board’s latest activities, including an update from the July 2014 meeting of CFP Board's Board of Directors, new research documenting the impact of CFP Board’s Public Awareness Campaign, updates on CFP Board’s initiatives to grow the number of CFP® professionals, including the WIN initiative to encourage more women to pursue careers in financial planning, and answers to audience questions.

View the full recording below, or use the following links to jump to a specific section of the recording:


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March 2014 CFP Board Business Update Webinar

CFP Board Business Update
Thursday, March 13, 2014
Recording available on YouTube

This webinar was presented in an interactive format hosted by JT Hatfield Charles, CFP®. Panelists Ray Ferrara, CFP®, 2014 Chair of CFP Board’s Board of Directors, Richard Rojeck, CFP®, 2014 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO, shared the latest news on CFP Board's activities, including the announcement of a suite of initiatives that will bolster the academic underpinnings of financial planning as a profession: a study on the development of a “center for financial planning,” the first-ever doctoral CFP Board-Registered Program housed at an AACSB-accredited school of business, and a new academic journal collaboration with John Wiley & Sons. 

View the full recording below, or use the following links to jump to a specific section of the recording:


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November 2013 CFP Board Business Update Webinar

CFP Board Business Update
Friday, November 8, 2013
Recording available on YouTube

Hosted by James E. Matol, CFP®, this webinar featured panelists Ray Ferrara, CFP®, 2013 Chair-Elect of CFP Board’s Board of Directors, Richard Rojeck, CFP®, 2014 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO, who shared the latest news on CFP Board's activities, including a look at the progress and next steps for CFP Board's Public Awareness Campaign and CFP Board's work to grow the number of CFP® professionals.

View the full recording, or use the following links to jump to a specific section of the recording:


July 2013 CFP Board Business Update Webinar

CFP Board Business Update
Friday, July 12, 2013
Recording available on YouTube

Hosted by Louis Barajas, CFP®, this webinar featured panelists Nancy A. Kistner, CFP®, 2013 Chair of CFP Board's Board of Directors, Ray Ferrara, CFP®, 2013 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO, who shared the latest news on CFP Board's activities, including the results achieved during the first two years of CFP Board’s Public Awareness Campaign, and a new initiative to increase the number of women entering the growing financial planning profession, including the number of women CFP® professionals.

View the full recording, or use the following links to jump to a specific section of the recording:


March 2013 CFP Board Business Update Webinar

CFP Board Business Update
Friday, March 8, 2013
Recording available on YouTube

Hosted by Karen P. Schaeffer, CFP®, this webinar featured panelists Nancy A. Kistner, CFP®, 2013 Chair of CFP Board's Board of Directors, Ray Ferrara, CFP®, 2013 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO, who shared the latest news on CFP Board's activities and discussed the organization's strategic focus on achieving outcomes related to Awareness, Growth, Recognition/Regulation and Authority.

View the full webinar, or use the following links to jump to a specific section of the recording:


NOVEMBER 2012 CFP BOARD BUSINESS UPDATE WEBINAR

CFP Board Business Update
Friday, November 9, 2012
Recording available on YouTube

Hosted by Diahann Lassus, CFP®, this webinar featured panelists Nancy Kistner, CFP®, 2012 Chair of CFP Board's Board of Directors and Kevin R. Keller, CAE, CFP Board's CEO, who shared the latest news on CFP Board's activities and accomplishments, including organization's strategic focus for 2013 and beyond.


July 2012 CFP Board Business Update Webinar

CFP Board Business Update
Friday, July 13, 2012
Recording available on YouTube

Hosted by Tim Kochis, CFP®, this webinar featured panelists Alan Goldfarb, CFP®, 2012 Chair of CFP Board's Board of Directors, Nancy A. Kistner, CFP®, 2012 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO, who shared the latest news on CFP Board's activities and accomplishments, including public policy advocacy and CFP Board's Public Awareness Campaign.

March 2012 CFP Board Business Update Webinar

CFP Board Business Update
Friday, March 9, 2012
Recording available on YouTube

Hosted by Karen P. Schaeffer, CFP®, this webinar featured panelists Alan Goldfarb, CFP®, 2012 Chair of CFP Board's Board of Directors, Nancy A. Kistner, CFP®, 2012 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO, who shared the latest news on CFP Board's activities and accomplishments, including public policy advocacy and CFP Board's Public Awareness Campaign.

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