Register Now for Public Forums on New Code and Standards in Denver, Phoenix, San Diego, Las Vegas, December 3-5, 2019

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Register Now for Public Forums on New Code and Standards in Denver, Phoenix, San Diego, Las Vegas, December 3-5, 2019

Oct 21, 2019

Join CFP Board at a public forum focused on educating CFP® professionals, firms, and the public on the new Code of Ethics and Standards of Conduct, which became effective October 1, 2019 and will be enforced beginning June 30, 2020.  Public Forums will be held in Denver, Phoenix, San Diego and Las Vegas on December 3-5, 2019.

These events feature:

  • A presentation on the new Code and Standards by a member of CFP Board’s Standards Resource Commission and CFP Board's General Counsel
  • Time for dialogue and questions about the new Code and Standards
  • The opportunity to provide input on the kinds of resources that CFP® professionals and firms would find helpful in their understanding, adoption and compliance with the new Code and Standards
  • Complimentary continental breakfast or refreshments

December 2019 Public Forums

Public Forum in Denver
Tuesday, December 3, 2019
5:30 – 7:00 p.m.
Complimentary refreshments will be served
Learn More and Register to Attend

Public Forum in Phoenix

Wednesday, December 4, 2019
7:30 – 9:00 a.m.
Complimentary continental breakfast will be served
Learn More and Register to Attend

Public Forum in San Diego
Wednesday, December 4, 2019
5:00 – 6:30 p.m.
Complimentary refreshments will be served
Learn More and Register to Attend

Public Forum in Las Vegas

Thursday, December 5, 2019
7:30 – 9:00 a.m.
Complimentary continental breakfast will be served
Learn More and Register to Attend

 

 

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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