Upcoming Webinar: CFP Board Disciplinary Trends & Compliance Tips

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Upcoming Webinar: CFP Board Disciplinary Trends & Compliance Tips

Nov 01, 2012

Join CFP Board on Thursday, November 29, 2012 at 1:30 p.m. (Eastern Time) for a webinar to address trends in the types of conduct that have come under review by CFP Board's Disciplinary and Ethics Commission (DEC) and tips for avoiding disciplinary action by complying with CFP Board’s Standards of Professional Conduct.

CFP Board Disciplinary Trends & Compliance Tips
Thursday, November 29, 2012
1:30 - 3:00 p.m. (Eastern)
Free Event (No CE granted)

Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Upcoming Events

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.
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