CFP Board's Annual Firms Summit

For Employers of CFP® Professionals


CFP Board's Annual Firms Summit

Each year, CFP Board hosts a meeting with representatives of large firms that employ CFP® professionals. These meetings are a valuable opportunity for firms to meet with CFP Board’s leadership, learn about activities at CFP Board that affect the CFP® professionals they work with, and learn about and share best practices for supporting CFP® professionals.

Past meetings have included a session on the CFP® Professional Initiative at Morgan Stanley Smith Barney, and a lunch discussion with Jason Zweig, investing and personal finance columnist for The Wall Street Journal.

2017 Firms Summit

November 30 - December 1, 2017
Arlington, VA

If you are interested in learning more about this year's Firms Summit please contact Joseph Maugeri, CFP®, Managing Director of Corporate Relations, at

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Help the CFP® professionals at your firm by becoming a CFP Board-registered Continuing Education Sponsor and offering in-house CE programs accepted by CFP Board.

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