Read the June CFP Board Report Newsletter
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