Recording of March 2014 Business Update Webinar Now Available

News & Events



Recording of March 2014 Business Update Webinar Now Available

Mar 19, 2014

This webinar was presented in an interactive format hosted by JT Hatfield Charles, CFP®. Panelists Ray Ferrara, CFP®, 2014 Chair of CFP Board’s Board of Directors, Richard Rojeck, CFP®, 2014 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO, shared the latest news on CFP Board's activities, including the announcement of a suite of initiatives that will bolster the academic underpinnings of financial planning as a profession: a study on the development of a “center for financial planning,” the first-ever doctoral CFP Board-Registered Program housed at an AACSB-accredited school of business, and a new academic journal collaboration with John Wiley & Sons. 

Topics addressed during this webinar include:

  • Updates from the March 2014 meeting of CFP Board's Board of Directors
  • Announcement of three new academic initiatives
  • Update on CFP Board's Public Awareness Campaign
  • Video recap of 2013 consumer awareness and earned media
  • CFP Board's work to grow the number of CFP® professionals
  • Public policy advocacy by CFP Board and the Financial Planning Coalition
  • Answers to questions from the audience

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.

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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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