CFP Board Update

Learn about CFP Board’s newest initiatives and resources and how they enhance the value of CFP® certification and strengthen the profession. CFP Board leadership will discuss the exciting public awareness campaign, “It’s Gotta Be A CFP®” and its impact, new compensation research findings and tools as well as the upcoming Client Impact Study. They will also share an update on the Competency Standards Commission’s review of the experience, exam and education requirements for CFP® certification.

Learning Objectives:

1. Become familiar with CFP Board's latest research, resources and tools. 
2. Understand the impact of CFP Board’s public awareness campaign.
3. Understand the purpose, scope and timeline of CFP Board’s multi-year, longitudinal Client Impact Study focused on the impact of holistic financial planning on clients and society more broadly.
4. Understand the purpose, scope and progress of CFP Board’s Competency Standards Commission, which is reviewing the experience, exam and education requirements for initial CFP® certification and continuing education.