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 September 2019 Public Forums in Chicago, Minneapolis, Detroit and Pittsburgh!


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, Atlanta
  • March 2019: Kansas City, Dallas, Houston, San Antonio
  • June 2019: Los Angeles, San Francisco, Portland, Seattle
  • September 2019: Chicago, Minneapolis, DetroitPittsburgh
  • December 2019: Denver, Phoenix, San Diego, 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.


September 2019 Public Forums

Chicago, Illinois
Tuesday, September 17, 2019
5:30 – 7:00 p.m.
Westin Michigan Avenue
909 Michigan Avenue
Chicago, IL 60611
Complimentary refreshments will be served

Register

 

Minneapolis, Minnesota 
Wednesday, September 18, 2019
7:30 – 9:00 a.m.
W Minneapolis - The Foshay
821 S. Marquette Avenue
Minneapolis, MN 55402
Complimentary continental breakfast will be served

Register

 


Detroit, Michigan
Wednesday, September 18, 2019
5:00 – 6:30 p.m.
The Henry, Autograph Collection
Fairlane Plaza, 300 Town Center Drive
Dearborn, MI  48126
Complimentary refreshments will be served

Register

 

Pittsburgh, Pennsylvania
Thursday, September 19, 2019
7:30 – 9:00 a.m.
Pittsburgh Marriott City Center
112 Washington Place
Pittsburgh, PA  15219
Complimentary continental breakfast will be served

Register

 


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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The Center's focus includes workforce development, diversity, and the profession's body of knowledge.

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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.