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On March 8, 2024, CFP Board Chair Matt Boersen, CFP®, CFA®, Chair-Elect Liz Miller, CFP®, CFA® and CEO Kevin R. Keller, CAE share updates on CFP Board initiatives, takeaways from discussions at the March meeting of the Board of Directors and answer questions from the audience.
You may also jump to a topic:
- Welcome and panel introductions
- 2023 growth, achievements and new CFP® professional demographics
- Scholarships and efforts to expand the talent pipeline
- Growing public awareness
- Compensation study: CFP® professionals earn 12% more
- Client Impact Study
- Competency Standards Commission update
- New enforcement and adjudication video series and handbook
- Guide to CFP Board’s Technology Standard
- Attendee Questions
- New TV commercial?
- Anticipated changes to standards regarding AI?
- How to identify CE opportunities?
- CFP Board efforts to promote financial literacy in K-12 and colleges?
- Allow associate’s degree for CFP® certification?
- Job search advice
- Expectations on DOL fiduciary rule?
- Are there plans to create a Retired category?
- How to get involved with pro bono volunteering?