Recording of July 2014 Business Update Webinar Now Available

News & Events



Recording of July 2014 Business Update Webinar Now Available

Jul 21, 2014

The July 2014 Business Update webinar was presented in an interactive format. 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 brief updates on CFP Board’s latest activities, including an update from the July 2014 meeting of CFP Board's Board of Directors, new research documenting the impact of CFP Board’s Public Awareness Campaign, updates on CFP Board’s initiatives to grow the number of CFP® professionals, including the WIN initiative to encourage more women to pursue careers in financial planning, and answers to audience questions. 

Topics addressed during this webinar include:

  • Updates from the July 2014 meeting of CFP Board's Board of Directors
  • New research on impact of Public Awareness Campaign CFP Board's work to grow the number of CFP® professionals
  • CFP Board’s Women’s Initiative (WIN)
  • Certification requirement updates
  • Transition to computer-based CFP® Exam
  • New Job Analysis Study
  • 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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