Read the June CFP Board Report Newsletter

News & Events



Read the June CFP Board Report Newsletter

Jun 28, 2019

The June 27, 2019 edition of the CFP Board Report newsletter includes:

  • CFP Board Statement on SEC Regulation BI and Related Guidance
  • Real-World Case Studies Bring New Code and Standards to Life
  • Focus on Ethics: Responsibilities when Recommending, Engaging and Working with Additional Persons and when Selecting, Using and Recommending Technology
  • Certificant Connections Podcast: From Certificates to Ph.D.s
  • Second Annual Diversity Summit in Washington, DC, November 13
  • CFP Board Disciplinary Actions

Read the CFP Board Report newsletter
Subscribe to the CFP Board Report newsletter

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.

Upcoming Events

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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.