Updates to CFP Board’s Articles of Incorporation and Bylaws

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Updates to CFP Board’s Articles of Incorporation and Bylaws

Nov 21, 2018

CFP Board’s Board of Directors recently revised its Articles of Incorporation and Bylaws.

The Board amended the Articles of Incorporation primarily to include the work of the Center for Financial Planning in the organization’s purpose.

The revisions to the Bylaws are comprehensive. The Board improved the organization and formatting, made the language simpler and more clear, and clarified that the Board will follow Robert’s Rules of Order. The result is a shorter, more user-friendly document.

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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