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CFP® Certification: For Employers

Firms Summit

CFP Board's annual Firms Summit is a valuable opportunity to hear from your peers on the latest trends, share best practices and learn about certification updates from CFP Board leadership.

2020 CFP Board Firms Summit: Highlights

The 2020 Firms Summit: The New Normal of Advice was a virtual event held on December 16-17, 2020 and featured panel discussions on practice management, diversity and inclusion, trends in financial planning, and best practices in training. During the Summit, attendees also heard from:

  • Kevin Keller, CEO of CFP Board
  • Andy Sieg, President of Merrill Lynch Wealth Management
  • Mindi Marisa, CFP®, Head of High Net Worth Planning for Vanguard Personal Advisor Services
  • Morgan Housel, Author of The Psychology of Money: Timeless Lessons in Wealth, Greed, and Happiness

More than 100 people attended the 2020 Firms Summit, representing over 50 financial firms. Attendees included heads of financial planning, training, practice management, talent acquisition, professional development, and compliance.

Information on the 2021 Firms Summit will be posted here when available.

Plan to Attend an Upcoming Summit

Latest Trends

Hear from research firms and peers on updates in technology and financial planning, client psychology, research and insights, and trends in advice. Also, hear updates on CFP® certification from CFP Board leadership.

Best Practices from Peers

Learn from your peers, including best practices in training and recruiting, institutionalizing financial planning and making the case to leadership, and increasing advisor adoption of financial planning.

Networking

Connect with peers and other attendees at numerous networking opportunities throughout the meeting.

Learn More About the Summit

To learn more about the Summit and the benefits of attending, contact Corporate Relations at FirmsSummit@CFPBoard.org.

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