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Announcements

CFP Board's Disciplinary Trends and Compliance Tips Webinar Available For On Demand Viewing

Dec 06, 2012
If you missed CFP Board’s Disciplinary Trends and Compliance Tips Webinar on November 29, a recording is now available for on-demand viewing. Hosted by Michael P. Shaw, CFP Board's Managing Director, Professional Standards & Legal, this webinar featured Martin Siesta, CFP®, 2013 DEC Chair-Designee, and DEC members Gregg Cuvin, CFP® and Sally Hurme, Esq. reviewing trends in the types of conduct that have come under review by CFP Board's Disciplinary and Ethics Commission (DEC) and discussing tips for avoiding disciplinary action by complying with CFP Board's Standards of Professional Conduct.
View the recorded webinar
Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Upcoming Events

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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