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.
2019 CFP Board Firms Summit: Highlights
The 2019 Firms Summit was held on December 11-12, 2019, at the JW Marriott in Chicago, IL. More than 100 people attended, representing over 50 financial firms. Typical attendees include heads of financial planning, training, practice management, talent acquisition, professional development, and compliance.
Information on the 2020 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 benefits of attending, contact Joseph Maugeri, CFP®, Managing Director of Corporate Relations at JMaugeri@CFPBoard.org.