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Recorded Webinar – Firms' Night at the CFP Board Registered Program Conference

Apr 16, 2014

This webinar, presented on April 9, 2014, by CFP Board's Director of Academic Programs and Initiatives, Dr. Charles Chaffin, and Director of Firm Relations, Joseph V. Maugeri, CFP®, provides an overview of the Firms’ Night that will be held at the 2014 CFP Board Registered Program Conference and explores potential avenues for firms to engage CFP Board Registered Programs regarding partnership opportunities.

Learn more and view the recording

Download the webinar presentation (PDF, 181KB)

Additional resources for CFP Board-Registered Programs are available at www.CFP.net/RegisteredPrograms.
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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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