News & Events



Upcoming Webinar: How to Avoid Misleading Compensation Disclosures, August 7, 1:30pm ET

Jul 18, 2013

Join CFP Board on Wednesday, August 7, 2013 at 1:30 p.m. (Eastern) for a webinar addressing how to interpret CFP Board’s current compensation definitions, identify potential pitfalls and common mistakes by CFP® professionals and discussing gray areas in how CFP® professionals describe their compensation to consumers.

The webinar will be hosted by Rex Staples, Esq., Director of Investigations, and presented by Philip L. Fazio, CFP®, a member of CFP Board’s Ad Hoc Disciplinary and Ethics Commission, Michael P. Shaw, Esq., Managing Director of Professional Standards and Legal and Adam Zajac, Esq., Adjudicatory Counsel.


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.

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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