Read The February 2023 CFP Board Report Newsletter

February 16, 2023

The February 16, 2023 edition of the CFP Board Report Newsletter includes:

CFP Board Evolves to Advance the Profession for the Public’s Benefit
Forbes Article on Finding a Local Financial Planner Features CFP Board Chair Dan Moisand, CFP® and Find a CFP® Professional Search Tool
From LetsMakeAPlan.org: Estate Planning for Your Chosen Family, Interests & Pets
Focus on Ethics: Managing Conflicts of Interest Arising from Different Product or Account Type Recommendations
Financial Planning Review Publishes Study Measuring Gap Between Elicited & Revealed Risk for Investors
The LeCount R. Davis, CFP® Scholarship Celebrates the First Black Person to Earn CFP® Certification