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Recording of March 2014 Business Update Webinar Now Available

March 18, 2014

This webinar was presented in an interactive format hosted by JT Hatfield Charles, CFP®. Panelists Ray Ferrara, CFP®, 2014 Chair of CFP Board’s Board of Directors, Richard Rojeck, CFP®, 2014 Chair-Elect, and Kevin R. Keller, CAE, CFP Board's CEO, shared the latest news on CFP Board's activities, including the announcement of a suite of initiatives that will bolster the academic underpinnings of financial planning as a profession: a study on the development of a “center for financial planning,” the first-ever doctoral CFP Board-Registered Program housed at an AACSB-accredited school of business, and a new academic journal collaboration with John Wiley & Sons. 

Topics addressed during this webinar include:

  • Updates from the March 2014 meeting of CFP Board's Board of Directors
  • Announcement of three new academic initiatives
  • Update on CFP Board's Public Awareness Campaign
  • Video recap of 2013 consumer awareness and earned media
  • CFP Board's work to grow the number of CFP® professionals
  • Public policy advocacy by CFP Board and the Financial Planning Coalition
  • Answers to questions from the audience

Learn more and view the webinar recording