Recording of March 2014 Business Update Webinar Now Available
This webinar was presented in an interactive format hosted by JT Hatfield Charles, CFP®. Panelists Ray Ferrara, CFP®, 2014 Chair of CFP Board’s Board of Directors, Richard Rojeck, CFP®, 2014 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO, shared the latest news on CFP Board's activities, including the announcement of a suite of initiatives that will bolster the academic underpinnings of financial planning as a profession: a study on the development of a “center for financial planning,” the first-ever doctoral CFP Board-Registered Program housed at an AACSB-accredited school of business, and a new academic journal collaboration with John Wiley & Sons.
Topics addressed during this webinar include:
- Updates from the March 2014 meeting of CFP Board's Board of Directors
- Announcement of three new academic initiatives
- Update on CFP Board's Public Awareness Campaign
- Video recap of 2013 consumer awareness and earned media
- CFP Board's work to grow the number of CFP® professionals
- Public policy advocacy by CFP Board and the Financial Planning Coalition
- Answers to questions from the audience