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 open for the December 13, 2018 virtual Public Forum webinar


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: Kansas City, Dallas, Houston, and San Antonio
  • June 2019: Los Angeles, San Francisco, Portland, and Seattle
  • September 2019: Chicago, Minneapolis, Detroit, and Pittsburgh
  • December 2019: Denver, Phoenix, San Diego, and Las Vegas

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


Register for the Virtual Public Forum Webinar
Thursday, December 13, 2018, 3:00 – 4:15 p.m. (Eastern)


March 2019 Public Forums

Kansas City, Missouri
Tuesday, March 12, 2019 | 5:30 – 7:00 p.m.

Location information will be provided when available
Complimentary refreshments will be served

Dallas, Texas
Wednesday, March 13, 2019 | 7:30 – 9:00 a.m.

Location information will be provided when available
Complimentary continental breakfast will be served

Houston, Texas
Wednesday, March 13, 2019 | 5:30 – 7:00 p.m.

Location information will be provided when available
Complimentary refreshments will be served

San Antonio, Texas
Thursday, March 14, 2019 | 7:30 – 9:00 a.m.

Location information will be provided when available
Complimentary continental breakfast will be served


June 2019 Public Forums

Los Angeles, California
Tuesday, June 4, 2019 | 5:30 – 7:00 p.m.

Location information will be provided when available
Complimentary refreshments will be served

San Francisco, California
Wednesday, June 5, 2019 | 7:30 – 9:00 a.m.

Location information will be provided when available
Complimentary continental breakfast will be served

Portland, Oregon
Wednesday, June 5, 2019 | 5:30 – 7:00 p.m.

Location information will be provided when available
Complimentary refreshments will be served

Seattle, Washington
Thursday, June 6, 2019 | 7:30 – 9:00 a.m.

Location information will be provided when available
Complimentary continental breakfast will be served


September 2019 Public Forums

Chicago, Illinois
Tuesday, September 17, 2019 | 5:30 – 7:00 p.m.

Location information will be provided when available
Complimentary refreshments will be served

Minneapolis, Minnesota
Wednesday, September 18, 2019 | 7:30 – 9:00 a.m.

Location information will be provided when available
Complimentary continental breakfast will be served

Detroit, Michigan
Wednesday, September 18, 2019 | 5:00 – 6:30 p.m.

Location information will be provided when available
Complimentary refreshments will be served

Pittsburgh, Pennsylvania
Thursday, September 19, 2019 | 7:30 – 9:00 a.m.

Location information will be provided when available
Complimentary continental breakfast will be served


December 2019 Public Forums

Denver, Colorado
Tuesday, December 3, 2019 | 5:30 – 7:00 p.m.

Location information will be provided when available
Complimentary refreshments will be served

Phoenix, Arizona
Wednesday, December 4, 2019 | 7:30 – 9:00 a.m.

Location information will be provided when available
Complimentary continental breakfast will be served

San Diego, California
Wednesday, December 4, 2019 | 5:00 – 6:30 p.m.

Location information will be provided when available
Complimentary refreshments will be served

Las Vegas, Nevada
Thursday, December 5, 2019 | 7:30 – 9:00 a.m.

Location information will be provided when available
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.