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Read The October CFP Board Report Newsletter

October 20, 2022

The October 20, 2022 edition of the CFP Board Report Newsletter includes:

  • CFP Board Issues Statement on Fee Guidance From Colorado Division of Securities
  • Industry Insights: The Community Benefits and Impact of Pro Bono Financial Planning Services
  • From How to Understand Tax Planning as a Small Business Owner
  • Focus on Ethics: 6 New Case Studies Address Confidentiality & Privacy and More
  • 2022 Diversity Summit to Focus on Actionable Solutions to Advance Diversity in Financial Planning, Oct. 27
  • New Co-Editors Appointed for Financial Planning Review

Read the CFP Board Report Newsletter

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