Each year, CFP Board hosts a meeting with representatives of large firms that employ CFP® professionals. These meetings are a valuable opportunity for firms to meet with CFP Board’s leadership, learn about activities at CFP Board that affect the CFP® professionals they work with, and learn about and share best practices for supporting CFP® professionals.
Past meetings have included a session on the CFP® Professional Initiative at Morgan Stanley Smith Barney, and a lunch discussion with Jason Zweig, investing and personal finance columnist for The Wall Street Journal.
2014 Firms Summit
December 4 - 5, 2014
If you are interested in learning more about this year's Firms Summit please contact Sara Muehlbauer, Firm Relations Manager, at SMuehlbauer@CFPBoard.org.