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Town Hall Meeting: Denver, March 30, 2007, 9:00 - 11:00 a.m. (MT)

Mar 09, 2007

DENVER, March 9, 2007 - CFP Board will hold a Town Hall Meeting on March 30, 2007 to discuss and answer questions about the Second Exposure Draft of proposed revisions to the ethical standards for CFP® certification.

In 2005, the Board of Directors began a review of CFP Board’s ethics-related functions. CFP Board released an initial Exposure Draft of proposed revisions to its ethical standards in July 2006 and received more than 300 responses to that draft. The comments to the original Exposure Draft provided many perspectives and information that proved valuable in the Board’s review of the proposed revisions. The Board has incorporated suggestions from many of those comments in a Second Exposure Draft of proposed revisions released for public comment and discussion on March 9, 2007.

The Second Exposure Draft and related materials, including side-by-side comparisons of the language in the current Standards of Professional Conduct and the language in the proposed revisions, are available on CFP Board’s Web site at: www.CFP.net/aboutus/Exposure_Draft.asp

The meeting will take place at the Brown Palace Hotel in Denver on March 30, 2007 from 9:00 - 11:00 a.m. (Mountain Time). If you are able to attend, please notify CFP Board by calling 303-839-0657 or sending an e-mail to mail@CFPBoard.org.

Those unable to attend the meeting in Denver will be able to view the meeting through a live Webcast. Register for the online Webcast.

After the meeting, the recorded Webcast of the meeting will be available through CFP Board’s Web site. Comments about the Second Exposure Draft may be submitted through April 25, 2007 via e-mail to mail@CFPBoard.org or by mail to:

CFP Board
Attn: Ethics Task Force
1670 Broadway, Suite 600
Denver, CO 80202

A brief online survey is also available for those wishing to provide feedback without preparing a formal comment. Comments and survey results will be posted on CFP Board’s Web site during the comment period.

CFP Board is dedicated to maintaining the strength and vitality of the ethical standards for CFP® certification. The Board of Directors is confident the Second Exposure Draft does maintain and strengthen those standards and presents the standards in a manner that will be easily understood by CFP® professionals and the public they serve.

The mission of Certified Financial Planner Board of Standards Inc. is to help people benefit from competent, professional and ethical financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP Board currently authorizes more than 54,500 individuals to use these marks in the United States. 

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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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