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Read The September CFP Board Report Newsletter

September 26, 2022

The September 26, 2022 edition of the CFP Board Report Newsletter includes:

  • View Recorded Webinar with Editorial Board of The Psychology of Financial Planning
  • Industry Insights: The Role of Wirehouses and National/Regional Broker-Dealers in a Growing Financial Planning Profession
  • CFP Board Issues Public Sanctions
  • CFP Board Vacates Interim Suspension Previously Imposed on Joseph M. Whitney, CFP® of Rochester, New York
  • Merrill Becomes Newest Founding Sponsor of the Center
  • Center Announces New Scholarships in Partnership with Charles Schwab, Mission Wealth and Wealthspire Advisors
  • Featured Event: Diversity Summit in Washington, DC, Oct. 27

Read the CFP Board Report Newsletter

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