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Read The February 2023 CFP Board Report Newsletter

February 16, 2023

The February 16, 2023 edition of the CFP Board Report Newsletter includes:

  • CFP Board Evolves to Advance the Profession for the Public’s Benefit
  • Forbes Article on Finding a Local Financial Planner Features CFP Board Chair Dan Moisand, CFP® and Find a CFP® Professional Search Tool
  • From Estate Planning for Your Chosen Family, Interests & Pets
  • Focus on Ethics: Managing Conflicts of Interest Arising from Different Product or Account Type Recommendations
  • Financial Planning Review Publishes Study Measuring Gap Between Elicited & Revealed Risk for Investors
  • The LeCount R. Davis, CFP® Scholarship Celebrates the First Black Person to Earn CFP® Certification

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