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Announcement

Read the March 2018 Newsletters

April 03, 2018

CFP Board Report Newsletter: The March 31, 2018 edition of the CFP Board Report newsletter includes:

  • CFP Board’s Board of Directors Approves New Code of Ethics and Standards of Conduct, Effective October 1, 2019
  • Digital Advice Working Group Releases New Report on the Future of Financial Advice
  • Enhancements to “Find a CE Program” Search Tool

Read the CFP Board Report newsletter

Subscribe to the CFP Board Report newsletter


Center for Financial Planning Newsletter: The March 2018 edition of the Center’s quarterly newsletter includes:

  • Report from the Successful Second Annual Academic Research Colloquium
  • New Client Psychology Book Now Available
  • Announcement of New Diversity Advisory Group

Read the Center for Financial Planning newsletter

Subscribe to the Center for Financial Planning newsletter


Let’s Make A Plan Newsletter: The March 2018 edition of CFP Board’s monthly consumer newsletter includes:

  • Financial Documents After Tax Season: What to Keep and What to Shred
  • Should I Pay Off Student Loan Debt or Save for Retirement?
  • Investing in a Volatile Market: The Case for Dollar-Cost Averaging

Read the Let’s Make A Plan newsletter

Subscribe to the Let’s Make A Plan newsletter