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.


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.


June 2019 Public Forums

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

Beverly Hills Marriott
1150 South Beverly Drive
Los Angeles, CA 90035 
Complimentary refreshments will be served
Register

 

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

The Westin St Francis San Francisco on Union Square 
335 Powell Street 
San Francisco, CA 94102
Complimentary continental breakfast will be served

Register

 

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

Hotel Monaco Portland
506 SW Washington Street 
Portland, OR 97204
Complimentary refreshments will be served

Register

 

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

Hyatt Olive 8 Seattle 
1635 8th Avenue
Seattle, WA 98101
Complimentary continental breakfast will be served

Register

 


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.