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Announcement

Read the June CFP Board Report Newsletter

June 17, 2021

The June 17, 2021 edition of the CFP Board Report Newsletter includes:

  • Kiplinger Column by CEO Kevin Keller: Is Your Financial Planner Acting in Your Best Interest?
  • Industry Insights: The Rise of Digital Assets – Understanding This Emerging Asset Class
  • Updated Explanation of CFP® Certification for Inclusion on SEC Form ADV 2B
  • A CFP® Professional’s Duty to Report to CFP Board within 30 Days
  • Focus on Ethics: When Is Financial Planning Required?
  • CFP Board Disciplinary Actions
  • Read the Center for Financial Planning’s 2020 Annual Report

Read The CFP Board Report Newsletter

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