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View Now: How to Retain Great Employees
https://www.cfp.net/news-events/announcements/2015/12/18/view-now-how-to-retain-great-employees

... of the challenge. How do you keep them for years to come? In this recorded webinar, Dr. Lisa Andrews, Manager of CFP Board’s Career Center, provides tips for how to retain great employees. View the Recorded Webinar You invest a lot of time and resources to recruit high quality employees. But ...

View Now: Best Practices in Recruiting
https://www.cfp.net/news-events/announcements/2015/05/29/view-now-best-practices-in-recruiting

... be a challenge. View this informative webinar hosted by Bob Corlett, President and Founder of Staffing Advisors, for strategies to get the best candidates to notice you, by carefully crafting your message to them. Apply these tips to maximize your recruiting efforts in the financial services industry. ...

Hurricane Sandy Update
https://www.cfp.net/news-events/announcements/2012/11/01/hurricane-sandy-update

... facing challenges as a result of the storm. We thank you for your patience with any delays you may experience in receiving an answer to phone calls or emails....

New Research on Racial and Ethnic Diversity
https://www.cfp.net/news-events/announcements/2018/05/10/new-research-on-racial-and-ethnic-diversity

... this challenge and its root causes, the CFP Board Center for Financial Planning commissioned a comprehensive research study in 2017 to identify the barriers to racial and ethnic diversity in the financial planning profession. The full research and key findings are now available in the new report, ...

CFP® Certificant Connection, San Diego, CA
https://www.cfp.net/news-events/calendar-of-events/event-details/2018/03/08/default-calendar/cfp-certificant-connection-san-diego-ca

... these challenges we all face in our business. First-time guests of FPA San Diego are invited to attend this event for free. Register for the FPA San Diego Quarterly Education Meeting as a guest, using code: cfpguest...

May 25, 2017
https://www.cfp.net/news-events/newsletters/cfp-board-report/may-25-2017

... opportunities and challenges of us, I am confident that the CFP® professional community are up to the task and that the benefits the public receives from CFP® professionals and the financial planning profession will only grow in strength and recognition in the coming years. Kevin R. Keller, CAE ...

Leading Organizations Launch National Financial Planning Challenge
https://www.cfp.net/news-events/latest-news/2010/08/03/leading-organizations-launch-national-financial-planning-challenge

... Planning Challenge, a competition designed exclusively for college and university finance undergraduate degree programs registered with the CFP Board, or related fields of study. The groups developed the Financial Planning Challenge to support the next generation of financial planners by: engaging students ...

CFP Board Center for Financial Planning Establishes Eleanor Blayney Gender Diversity Challenge Fund
https://www.cfp.net/news-events/latest-news/2017/11/28/cfp-board-center-for-financial-planning-establishes-eleanor-blayney-gender-diversity-challenge-fund

... inspire and challenge us with this Fund, which will help ensure that the Center continues to advance her trailblazing work.” For more information or to donate to the Eleanor Blayney Gender Diversity Challenge Fund, visit www.youcaring.com/EleanorChallenge. ABOUT CFP BOARD The mission of Certified ...

Center for Financial Planning Releases Design Summit Proceedings Detailing Challenges, Opportunities and New Initiatives
https://www.cfp.net/news-events/latest-news/2016/06/14/center-for-financial-planning-releases-design-summit-proceedings-detailing-challenges-opportunities-and-new-initiatives

... address the challenges resulting from a financial planning workforce that is aging, shrinking and lacking diversity. The Design Summit brought together 42 distinguished thought leaders in the areas of financial planning, workforce development, diversity and academia to discuss the state of the financial ...

Groundbreaking Research by CFP Board Pinpoints Challenges and Opportunities for Women to Enter the Financial Planning Profession
https://www.cfp.net/news-events/latest-news/2014/04/22/groundbreaking-research-by-cfp-board-pinpoints-challenges-and-opportunities-for-women-to-enter-the-financial-planning-profession

... just a challenge. It also presents a huge opportunity – for women and for business,” said Nancy Kistner, CFP®, chair of the WIN Advisory Panel and chair emerita of CFP Board’s Board of Directors. “CFP Board will next begin the real work of making more room for women in financial ...

July 7, 2016
https://www.cfp.net/news-events/newsletters/cfp-board-report/july-7-2016

... Detailing Challenges, Opportunities and New Initiatives In a proceedings report memorializing its January 2016 Design Summit, the CFP Board Center for Financial Planning announced the ambitious agenda of initiatives it will undertake to address the challenges resulting from a financial planning ...

Center for Financial Planning Launch Event Available for On-Demand Viewing
https://www.cfp.net/news-events/announcements/2015/11/24/center-for-financial-planning-launch-event-available-for-on-demand-viewing

... the challenges currently confronting the financial planning profession. Sessions from the event were streamed via a live webcast, and recordings from the webcast are now available for on-demand viewing. View the Recordings Sessions available for on-demand viewing include: Introductory remarks ...

Re-think Gift Giving: Five Strategies to Take the Stress (and Expense) out of the Holidays
https://www.cfp.net/news-events/latest-news/2010/12/07/re-think-gift-giving-five-strategies-to-take-the-stress-(and-expense)-out-of-the-holidays

... holiday challenge – making a child happy this holiday season: Use a Gift Giving Structure: Many parents buy and buy until time and/or money runs out. By thinking more about the types of gifts to give, parents can buy more effectively. The gift categories might include: most wanted, fun, practical, ...

Statement Commending Sen. Herb Kohl (D-WI) on “making Savings Last” for Retirees
https://www.cfp.net/news-events/latest-news/2010/06/17/statement-commending-sen.-herb-kohl-(d-wi)-on-making-savings-last-for-retirees

... on a challenge millions of Americans face as our country ages: Making our savings last through retirement. Certified Financial Planner Board of Standards, Inc., commends Senator Kohl for his leadership on this important issue. As the Baby Boom generation continues to retire, we need to ensure that ...

No Strings Attached: Free Financial Planning at DC Financial Planning Day, October 23
https://www.cfp.net/news-events/latest-news/2010/09/29/no-strings-attached-free-financial-planning-at-dc-financial-planning-day-october-23

... these challenging economic times, Washington D.C., metro area residents will be able to get free financial planning advice and guidance from professional financial planners at the D.C. Financial Planning Day. No strings attached. No business cards exchanged and no one will even follow up with a call. ...

Live Webcast: Launch of the CFP Board Center for Financial Planning
https://www.cfp.net/news-events/calendar-of-events/event-details/2015/11/18/default-calendar/live-webcast-launch-of-the-cfp-board-center-for-financial-planning

... address the challenges currently confronting the financial planning profession, including: Cultivating the next generation of financial planners to replace the retiring workforce; Fostering greater diversity in the financial planning profession; and Building an academic home that offers ...

Webinar: How to Retain Great Employees
https://www.cfp.net/news-events/calendar-of-events/event-details/2015/12/17/default-calendar/webinar-how-to-retain-great-employees

... of the challenge. How do you keep them for years to come? Join Dr. Lisa Andrews, Manager of CFP Board’s Career Center, for this webinar with tips for how to retain great employees. How to Retain Great Employees Thursday, December 17, 2015 12 - 1 p.m. (Eastern) Register to Attend Join Dr. ...

Read the July CFP Board Report Newsletter
https://www.cfp.net/news-events/announcements/2019/07/31/read-the-july-cfp-board-report-newsletter

... “Challenge Status” becomes “Accelerated Path” to CFP® Certification Read the CFP Board Report newsletter Subscribe to the CFP Board Report newsletter...

Vanguard Supports CFP Board Center for Financial Planning as Visionary Circle Sponsor
https://www.cfp.net/news-events/latest-news/2018/01/30/vanguard-supports-cfp-board-center-for-financial-planning-as-visionary-circle-sponsor

... many challenges facing the financial planning profession, including an aging workforce that does not reflect the diversity of the public that it serves and a dire shortage of qualified faculty to teach the next generation of financial planning professionals. The Center brings together stakeholders, ...

Northwestern Mutual to Serve as Founding Sponsor of CFP Board Center for Financial Planning
https://www.cfp.net/news-events/latest-news/2016/07/19/northwestern-mutual-to-serve-as-founding-sponsor-of-cfp-board-center-for-financial-planning

... these challenges facing the profession. “No one organization or firm can tackle these challenges alone,” Mohrman-Gillis said. “The Center will serve as a catalyst and a convener to unify all corners of the profession and beyond, providing solutions that will help secure the financial ...

Recorded Webinar: Leveraging Credentials to Earn Your CFP® Certification Faster
https://www.cfp.net/news-events/announcements/2016/05/17/recorded-webinar-leveraging-credentials-to-earn-your-cfp-certification-faster

... Board Challenge Status allows you to waive the core CFP® education curriculum The Capstone Course Alternative is a new option that allows you to waive the final capstone course requirement, as long as you’ve already met the experience requirement. Please note that to qualify for these ...

BrightTALK Webinar
https://www.cfp.net/about-cfp-board/cfp-board's-women-s-initiative-(win)/news-and-updates/win-events/brighttalk-webinar

... pinpoints challenges and opportunities for women to enter the financial planning profession as part of its Women’s Initiative (WIN). Hear from CFP Board Consumer Advocate and WIN Advisory Panel Member Eleanor Blayney, CFP® as she discusses the research findings on why relatively few women choose to ...

November 2012 CFP® Exam Update
https://www.cfp.net/news-events/announcements/2012/11/26/november-2012-cfp-exam-update

... item challenges was November 21. Any test site issues or exam item challenges CFP Board receives after that date will not be considered. Examinees are encouraged to review their personal contact information as reflected in their online CFP Board accounts and make any necessary updates. This information ...

Center for Financial Planning Design Summit Brings Together Experts to Advance the Financial Planning Profession
https://www.cfp.net/news-events/latest-news/2016/01/27/center-for-financial-planning-design-summit-brings-together-experts-to-advance-the-financial-planning-profession

... development challenges in financial planning and potential initiatives the Center could undertake to advance the profession and cultivate the next generation of financial planners. Leaders including Harvard University Professor John Beshears, Ph.D. and experts from the National Urban League and the National ...

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