Event Calendar

2009 Firm Meeting
December 4, 2009 9:00 AM - 3:00 PM
Westin New York at Times Square
Each year CFP Board holds a Firm Meeting with representatives of financial service firms that employ or contract with CFP® certificants. This year’s meeting will focus on compliance issues facing today’s firms, including updates on CFP Board’s work with firms to implement the Standards of Professional Conduct and the fiduciary standard for financial planning services. The meeting will feature a keynote speaker, as well as sessions by CFP Board’s senior staff on the latest developments in CFP Board’s education standards, professional review process and public policy activities. This year's meeting also offers opportunities to continue our work with firm representatives to evaluate current services and explore new ideas for ways CFP Board can more effectively support your firm and the CFP® certificants working within your organization.

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Joint National Calendar 2008-2010