View Now: June 2018 Business Update Webinar Recording

News & Events



View Now: June 2018 Business Update Webinar Recording

Jul 03, 2018

During this webinar, recorded June 27, 2018, panelists Richard Salmen, CFP®, 2018 Chair of CFP Board’s Board of Directors, Susan John, CFP®, 2018 Chair-Elect, and Kevin Keller, CFP Board's CEO, shared the latest news and updates on CFP Board’s initiatives and priorities.

Topics addressed include:

  • Report from the Board of Directors Meeting
  • Updates on the New Code of Ethics and Standards of Conduct, Effective October 2019
  • CFP Board's Strategic Priorities for 2018
  • Planning for the Public Awareness Campaign's Fall Relaunch
  • 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.

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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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