View Now: March 2017 Business Update Webinar Recording

News & Events



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

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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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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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