Join CFP Board at Forums During 2008 FPA Retreat

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Join CFP Board at Forums During 2008 FPA Retreat

May 21, 2008

CFP Board and FPA have worked together to create two opportunities at the FPA Retreat for CFP® certificants to meet for discussions with CFP Board’s leadership.

Under the Trees
Tuesday, June 3, 2008
11:45 a.m. - 1:00 p.m.
Join CFP Board Chair, David G. Strege, CFP®, CFA, Dan Candura, CFP®, Former Chair of the Board of Professional Review and current Board member, and CEO Kevin R. Keller, CAE, for an informal conversation focused on the recent changes with the Disciplinary and Ethics Commission and the new Rules of Conduct and Code of Ethics that take effect on July 1, 2008.

Breakfast with CFP Board
Wednesday, June 4, 2008
7:30 a.m. - 8:45 a.m.
Join CFP Board for continental breakfast and a panel presentation on CFP Board's strategic direction and activities by CFP Board Chair David G. Strege, CFP®, CFA, and CEO Kevin R. Keller, CAE. They will be joined by Martin Kurtz, CFP®, AIFA®, Former Chair, Board of Professional Review, at an open-mike Q&A session following their presentation. CFP Board is interested in hearing your views on issues that concern you and learning from your input. You will also have the opportunity to get your questions answered by the panelists.

We encourage those of you attending FPA Retreat to take advantage of these opportunities to learn more about CFP Board’s activities and share your thoughts with CFP Board’s leadership.

For information on the FPA retreat, go to:

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. CFP Board currently authorizes more than 57,000 individuals to use these marks in the United States.

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CFP® - The Recognized Standard of Excellence in Personal Financial Planning

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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