Read The November 2023 CFP Board Report Newsletter

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

• CFP Board Leaders at the White House
• New CFP Board Survey Finds LGBTQ+ Investors Report Feeling Financially Secure
• New Guide Compares NAIC’s Suitability in Annuity Transactions Model Regulation with CFP Board’s Code of Ethics and Standards of Conduct
• CFP Board Takes Step to Enhance Accountability and Transparency of Public Sanctions
• Follow and Share CFP Board’s Consumer-focused Instagram Account
• 6th Annual Diversity Summit Brings Leaders Together to Advance a Diverse and Inclusive Financial Planning Profession
• New Report Outlines Inclusion Strategies for Colleges and Universities With CFP Board Registered Programs