Announcement
Recorded Webinar on Defining the Scope of the Engagement Now Available
A recording of CFP Board’s October 22, 2014, webinar titled “Defining the Scope of the Engagement” is now available for on-demand viewing. This webinar provides CFP® professionals with guidance on defining the scope of the engagement to comply with CFP Board’s Standards of Professional Conduct. Presented by Gayle Colman, CFP®, member of CFP Board’s Disciplinary and Ethics Commission, and Michael P. Shaw, Esq., CFP Board’s Managing Director, Professional Standards & Legal, the webinar addresses best practices to assist CFP® professionals in developing stronger client engagements, uses real-life scenarios to illustrate how to avoid pitfalls that might occur when a CFP® professional fails to clearly define the scope of the engagement, and answers questions from the audience.