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Recording of November 2013 Business Update Webinar Now Available

November 11, 2013

This webinar was presented in an interactive format hosted by James E. Matol, CFP®, and featured panelists Ray Ferrara, CFP®, 2013 Chair-Elect of CFP Board’s Board of Directors, Richard Rojeck, CFP®, 2014 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO. Topics addressed during this webinar include:

  • Report from the November 2013 Board of Directors Meeting
  • Review of CFP Board’s Overarching Outcomes
  • Update on CFP Board's Public Awareness Campaign
  • Successes with “Earned Media”
  • Initiatives to Grow the number of CFP® professionals
  • De-mystifying the initial requirements for CFP® certification
  • Update on advocacy for Uniform Fiduciary Standard
  • Answers to questions from webinar attendees

Learn more and view the webinar recording