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Upcoming Webinar: How to Avoid Misleading Compensation Disclosures, August 7, 1:30pm ET

Jul 18, 2013

Join CFP Board on Wednesday, August 7, 2013 at 1:30 p.m. (Eastern) for a webinar addressing how to interpret CFP Board’s current compensation definitions, identify potential pitfalls and common mistakes by CFP® professionals and discussing gray areas in how CFP® professionals describe their compensation to consumers.

The webinar will be hosted by Rex Staples, Esq., Director of Investigations, and presented by Philip L. Fazio, CFP®, a member of CFP Board’s Ad Hoc Disciplinary and Ethics Commission, Michael P. Shaw, Esq., Managing Director of Professional Standards and Legal and Adam Zajac, Esq., Adjudicatory Counsel.

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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.

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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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