View Now The July 2024 Certificant Connection Webinar

On July 16, 2024, CFP Board Chair Matt Boersen, CFP®, CFA®, Chair-Elect Liz Miller, CFP®, CFA® and CEO Kevin R. Keller, CAE shared updates on CFP Board initiatives, takeaways from discussions at the July meeting of the Board of Directors and answered questions from attendees.

Watch from the beginning

You may also jump to a topic:

• Welcome and panel introductions
• Terri Kallsen, CFP® selected as 2025 Board of Directors Chair-Elect
• Celebrating 100,000 CFP® professionals in the U.S
• 100k Pro Bono Challenge
• Compensation Research and Tools
• Consumer Sentiment Research: Life Goals of Millennials
• Client Impact Study
• Ethics CE Redesign
• Guide to CFP Board’s Technology Standard
• Code & Standards Video Series and Handbook
• Competency Standards Commission Update
• CFP Board Connections Conference
• Public Awareness Campaign Update
• Attendee Questions
  - Compensation Survey Results
  - Pro Bono Networking
  - New Commercials
  - New DOL Rule
  - What qualifies as pro bono service
  - Retired status
  - Contract/part-time work
  - Enforcement of the marks
  - Rise of flat annual fee versus AUM or commission model
  - Connect with a mentor
  - Special needs planning
  - Value of CFP® certification
  - Continuing Education programs