View Now: March 2017 Business Update Webinar Recording

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View Now: March 2017 Business Update Webinar Recording

Mar 16, 2017

During this webinar, hosted by Yusuf Abugideiri, CFP®, panelists Blaine Aikin, CFP®, 2017 Chair of CFP Board’s Board of Directors, Richard Salmen, CFP®, 2017 Chair-Elect, and Kevin Keller, CFP Board's CEO, shared the latest updates on CFP Board’s initiatives and priorities.

Topics addressed include:

  • Report from the Board of Directors Meeting
  • Update on DOL Fiduciary Rule
  • CFP Board’s Commission on Standards
  • “Four A’s” Strategic Priorities
  • CFP Board’s Center for Financial Planning
  • Academic Research Colloquium for Financial Planning and Related Disciplines
  • Center for Financial Planning Capital Campaign
  • Public Awareness Campaign Update
  • Answers to Audience Questions

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.

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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