View Now: March 2016 Business Update Webinar Recording

News & Events



View Now: March 2016 Business Update Webinar Recording

Mar 07, 2016

During this webinar, hosted by Edward Moore, CFP®, panelists Mike R. Greene, CFP®, 2016 Chair of CFP Board’s Board of Directors, Blaine Aikin, CFP®, 2016 Chair-Elect and Kevin Keller, CFP Board's CEO, shared the latest information from CFP Board’s Board of Directors, provided updates on CFP Board’s work to uphold the CFP® certification.

Topics addressed include:

  • Update from the March 2016 meeting of CFP Board's Board of Directors
  • Progress toward CFP Board’s “AGRA” Overarching Outcomes
  • CFP Board’s Commission on Standards
  • Update on the DOL's fiduciary rulemaking
  • Plans for CFP Board’s Public Awareness Campaign in 2016
  • CFP Board’s New Center for Financial Planning
  • Answers to questions from the audience

View the Recorded Webinar

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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