Public Forums

For CFP® Professionals

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Public Forums


Join CFP Board at a public forum focused on educating CFP® professionals, firms, and the public on the new Code of Ethics and Standards of Conduct, which becomes effective October 1, 2019.

Registration is now open for the December 2018 Public Forums in Miami, Orlando, Charlotte and Atlanta.


About the Public Forums

These events feature:

  • A presentation on the new Code and Standards by a member of CFP Board’s Standards Resource Commission and CFP Board's General Counsel
  • Time for dialogue and questions about the new Code and Standards
  • The opportunity to provide input on the kinds of resources that CFP® professionals and firms would find helpful in their understanding, adoption and compliance with the new Code and Standards
  • Complimentary continental breakfast or refreshments

Public Forums will be held in the following cities during 2018 and 2019: 

  • September 2018: Washington DC, Philadelphia, Baltimore, New York, Boston
  • December 2018: Miami, Orlando, Charlotte, and Atlanta
  • March 2019: San Antonio, Houston, Dallas, and Kansas City
  • June 2019: San Francisco, Los Angeles, San Diego, and Phoenix
  • September 2019: Chicago, Detroit, Minneapolis, and Pittsburgh
  • December 2019: Denver, Seattle, and Portland

CFP Board will notify CFP® professionals and other stakeholders in areas near the events when the meeting locations are secured.


December 2018 Public Forums

Register for the Public Forum in Miami
Wednesday, December 5, 2018, 5:30 – 7:00 p.m.

Marriott Miami Dadeland
9090 South Dadeland Blvd, Miami, FL 33156
Directions and Parking

Complimentary refreshments will be served


Register for the Public Forum in Orlando
Thursday, December 6, 2018, 7:30 – 9:00 a.m.

Marriott Orlando Downtown
400 West Livingston Street, Orlando, FL 32801
Directions and Parking

Complimentary continental breakfast will be served


Register for the Public Forum in Charlotte
Thursday, December 6, 2018, 5:30 – 7:00 p.m.

Charlotte Marriott City Center
100 West Trade Street, Charlotte, NC 28202
Directions and Parking

Complimentary refreshments will be served


Register for the Public Forum in Atlanta
Friday, December 7, 2018, 7:30 – 9:00 a.m.

Atlanta Marriott Buckhead Hotel & Conference Center
3405 Lenox Road NE, Atlanta, GA 30326
Directions and Parking

Complimentary continental breakfast will be served

 


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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 themselves 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.