CFP Board Update
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 CFP Board’s future workforce initiatives, upcoming thought leadership events and the recently released Psychology of Financial Planning: Practitioner Resource Guide. This session will also include an update on the work of CFP Board’s Competency Standards Commission and our ongoing efforts to uphold the high standards of CFP® certification.
Learning Objectives:
- Become familiar with CFP Board's strategic priorities, resources and thought leadership offerings
- Understand key factors that impact the financial planner talent pipeline and ways the profession can strengthen it
- Understand CFP Board’s competency and ethical standards and their value for CFP® certificants and the public
