2020 Virtual Firms Summit

Join us for CFP Board's annual Firms Summit which brings together heads of financial planning, training, professional development, practice management, and talent sourcing from financial services firms across all business models.

The 2020 Firms Summit will be held as a virtual conference and will include:

Industry Trends

Hear from research firms, peers, and thought leaders on the latest trends in financial advice, client psychology, practice management, technology, and diversity, inclusion, and recruiting. Also, hear updates on CFP® certification from CFP Board leadership.

Best Practices from Peers

Learn from your peers as they share best practices in institutionalizing financial planning, sourcing new talent, and increasing advisor adoption of financial planning.

Networking

Connect with peers and other attendees through our virtual conference platform.

Cost and Attendance

There is no cost to attend this event, but there is limited capacity. If you are interested in attending, please reach out to Nicholas Tarsa (NTarsa@CFPBoard.org), Manager of Corporate Relations, with a brief introduction that includes the firm you work for, your role at the firm, and why you would like to attend.