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Recorded Webinar on Defining the Scope of the Engagement Now Available

October 27, 2014

A recording of CFP Board’s October 22, 2014, webinar titled “Defining the Scope of the Engagement” is now available for on-demand viewing. This webinar provides CFP® professionals with guidance on defining the scope of the engagement to comply with CFP Board’s Standards of Professional Conduct.  Presented by Gayle Colman, CFP®, member of CFP Board’s Disciplinary and Ethics Commission, and Michael P. Shaw, Esq., CFP Board’s Managing Director, Professional Standards & Legal, the webinar addresses best practices to assist CFP® professionals in developing stronger client engagements, uses real-life scenarios to illustrate how to avoid pitfalls that might occur when a CFP® professional fails to clearly define the scope of the engagement, and answers questions from the audience.

Learn more and view the webinar recording