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 to 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 Meeting
If you are interested in being notified when information about the 2014 Firms Meeting is available, please contact Joe Maugeri, CFP®, CFP Board’s Director of Firm Relations, at firstname.lastname@example.org.