Recording of November 2013 Business Update Webinar Now Available

News & Events



Recording of November 2013 Business Update Webinar Now Available

Nov 12, 2013

This webinar was presented in an interactive format hosted by James E. Matol, CFP®, and featured panelists Ray Ferrara, CFP®, 2013 Chair-Elect of CFP Board’s Board of Directors, Richard Rojeck, CFP®, 2014 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO. Topics addressed during this webinar include:

  • Report from the November 2013 Board of Directors Meeting
  • Review of CFP Board’s Overarching Outcomes
  • Update on CFP Board's Public Awareness Campaign
  • Successes with “Earned Media”
  • Initiatives to Grow the number of CFP® professionals
  • De-mystifying the initial requirements for CFP® certification
  • Update on advocacy for Uniform Fiduciary Standard
  • Answers to questions from webinar attendees

Learn more and view the webinar recording

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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.