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Read The November 2023 CFP Board Report Newsletter

November 16, 2023

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

  • CFP Board Leaders at the White House
  • New CFP Board Survey Finds LGBTQ+ Investors Report Feeling Financially Secure
  • New Guide Compares NAIC’s Suitability in Annuity Transactions Model Regulation with CFP Board’s Code of Ethics and Standards of Conduct
  • CFP Board Takes Step to Enhance Accountability and Transparency of Public Sanctions
  • Follow and Share CFP Board’s Consumer-focused Instagram Account
  • 6th Annual Diversity Summit Brings Leaders Together to Advance a Diverse and Inclusive Financial Planning Profession
  • New Report Outlines Inclusion Strategies for Colleges and Universities With CFP Board Registered Programs
Read the CFP Board Report Newsletter


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