View Now: September 2019 CFP® Certificant Connection Webinar Recording

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View Now: September 2019 CFP® Certificant Connection Webinar Recording

Sep 19, 2019

During this webinar recorded September 17, 2019, panelists Susan John, CFP®, 2019 Chair of CFP Board’s Board of Directors, Jack Brod, CFP®, 2019 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:

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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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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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