CFP Board Releases Latest Board Report Newsletter
CFP® Board Updates
The CFP Board has released its latest CFP Board Report Newsletter, a valuable resource for staying connected to the pulse of the financial planning profession.
This issue delivers timely updates and important insights that every CFP® professional—and those on the path to certification—should know. Highlights include:
- 🗣️ A message from the CEO, offering perspective on the evolving role of the CFP® professional in today’s economy
- 📊 Survey results that reflect how CFP® professionals are meeting client needs and navigating today’s planning environment
- 📅 Upcoming events and opportunities for continuing education, networking, and professional growth
- 🔍 Updates on policy priorities, diversity initiatives, and new resources for practitioners
Whether you're focused on staying informed, earning CE credit, or simply remaining connected to your professional community, the Board Report delivers relevant, forward-looking content in one concise package.
👉 Don’t miss it — click below to read the full July edition:
https://cfpb.informz.net/informzdataservice/onlineversion/pub/bWFpbGluZ0luc3RhbmNlSWQ9MTIwMTUyNjM=
