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.

CFP Board's 2018 Annual Firms Summit will take place from noon on Tuesday, November 27, 2018, through noon on Wednesday, November 28, 2018.

If you are interested in learning more about the next Firms Summit, please contact Joseph Maugeri, CFP®, Managing Director of Corporate Relations, at

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