Understanding the New Competency Standards: A Comprehensive Overview

Join us for a webinar, Understanding the New Competency Standards: A Comprehensive Overview, to explore the updated CFP® Competency Standards, recently approved by the CFP Board of Directors. We’ll walk through the changes, highlight potential impacts on you and your organization, and discuss how these standards help shape the future of financial planning. Whether you’re a CFP® professional, candidate, educator, or firm leader, this session will give you the clarity and insight needed to stay informed and confident in what lies ahead.

Panelists include:

• Martin Seay, Ph.D., CFP®, CFP Board 2027 Board Chair-Elect, Professor of Personal Financial Planning at Kansas State University
• K. Dane Snowden, Chief Operating Officer at CFP Board
• Kevin Roth, Ph.D., Managing Director, Research at CFP Board