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Recording of July 2014 Business Update Webinar Now Available

July 20, 2014

The July 2014 Business Update webinar was presented in an interactive format. 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 brief updates on CFP Board’s latest activities, including an update from the July 2014 meeting of CFP Board's Board of Directors, new research documenting the impact of CFP Board’s Public Awareness Campaign, updates on CFP Board’s initiatives to grow the number of CFP® professionals, including the WIN initiative to encourage more women to pursue careers in financial planning, and answers to audience questions. 

Topics addressed during this webinar include:

  • Updates from the July 2014 meeting of CFP Board's Board of Directors
  • New research on impact of Public Awareness Campaign CFP Board's work to grow the number of CFP® professionals
  • CFP Board’s Women’s Initiative (WIN)
  • Certification requirement updates
  • Transition to computer-based CFP® Exam
  • New Job Analysis Study
  • Answers to questions from the audience

Learn more and view the webinar recording