CFP Update

Main
5/12/2023
7:00 AM - 7:45 AM
Pacific Ballroom 21/22

CFP Board’s leadership will share the latest updates on CFP Board’s work to uphold the CFP® certification, followed by a Q&A session. Learn about the initiatives CFP Board is pursuing to achieve its ambitious strategic priorities for 2022-2026 — including workforce development programs and our new Competency Standards Commission — and their role in strengthening the profession and enhancing the value of CFP® certification for those who pursue and hold the CFP® mark, and ultimately the public.


Learning Objectives:

  1. Become familiar with CFP Board's strategic priorities 
  2. Understand key factors that impact the financial planner talent pipeline and ways the profession can strengthen it
  3. Understand the purpose and scope of CFP Board’s new Competency Standards Commission