Welcome to CFP Board Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. CFP Board is the professional standard-setting body for more than 84,000 CFP® Professionals nationwide! In each episode, CFP Board discusses the latest in the financial planning profession, takes a deep dive into a key topic, and answers your questions about financial planning.

Today’s episode is an update on current CFP Board news and activities with Kevin Keller, CFP Board CEO.

Key Takeaways

[:30] Dan Drummond welcomes CFP Board CEO Kevin Keller and hands him the mic for a dive into current events, starting with the news of the election of Douglas S. King as the 2021 Chair-Elect

[3:02] On December 12 of 1969, 12 insurance people met and the outcome of this meeting was the seed to the College for Financial Planning, the predecessor to CFP Board. Kevin shares the plan for the 50th-anniversary celebrations and black-tie gala at the Adler Planetarium in Chicago: One Small Step!

[8:20] Kevin shares some of the discussions he had with the board around setting the June 30th, 2020 date of enforcement for the Code of Standards as well as the difference with the effective date of October 1st, 2019.

[14:10] Kevin touches on the guidance documents that the CFP Board provided — through the Standard Resource Commission — for firms to more easily adopt the new Code of Standards, and where to get them.

[17:13] Dan asks what Kevin has been hearing when he’s on the road during the Certificant Connections Live, talking to CFP® Professionals.

[19:53] Kevin looks to the future and talks about what is coming down the pipes for 2020.

[21:36] Dan thanks Kevin for coming on the podcast and sharing the goings-on at the CFP Board.

Thank you for listening to Certificant Connections; for more information on any of the topics we discussed today, visit our website and check out our blog.

To submit questions, email us at [email protected].

If you enjoyed the show, we hope you visit Apple Podcasts, Spotify, Stitcher or wherever you listen to your podcasts to subscribe, rate and leave us a quick review.

Join us next time for another edition of Certificant Connections.

Mentioned in this episode

Adler Planetarium in Chicago

Standards Resource Commission

Bios

Dan Drummond is the Director of Communications of Certified Financial Planner Board of Standards, Inc. (CFP Board).

Kevin R. Keller is Chief Executive Officer of Certified Financial Planner Board of Standards, Inc. (CFP Board).

Welcome to CFP Board Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. CFP Board is the professional standard-setting body for more than 84,000 CFP® Professionals nationwide! In each episode, CFP Board discusses the latest in the financial planning profession, takes a deep dive into a key topic, and answers your questions about financial planning.

Jocelyn Wright is the Special Advisor for Gender Diversity for the Center for Financial Planning.

Key Takeaways

[:30] Dan Drummond welcomes Jocelyn Wright, CFP® and asks her to share a little bit about her experience and background.

[4:40] One important aspect of diversity in the financial planning workforce relates to the objective of providing all Americans with financial planning services. Representation is important both in terms of relationship building and relatability.

[6:13] Jocelyn touches on two diversity initiatives from the Center for Financial Planning: the women’s initiative was the first real step into gender diversity, and the workforce re-entry program geared at preventing the chutes-and-ladders effect.

[9:27] In 2018, the Center for Financial Planning held its first-ever Diversity Summit in New York; it was a great success! Jocelyn touches on the coming November 2019 Diversity Summit in Washington, DC.

[11:50] Dan asks Jocely to share her thoughts on the barriers that women and people of color may be facing in terms of getting into the financial planning profession, as well as some solution ideas.

[12:50] Jocelyn and Dan talk about compensation models.

[15:43] Dan asks Jocelyn if she has any call to action for listeners who want more information or want to get involved.

Thank you for listening to Certificant Connections; for more information on any of the topics we discussed today, visit our website and check out our blog.

To submit questions, email us at [email protected].

If you enjoyed the show, we hope you visit Apple Podcasts, Spotify, Stitcher or wherever you listen to your podcasts to subscribe, rate and leave us a quick review.

Join us next time for another edition of Certificant Connections.

Mentioned in this episode

Center for Financial Planning

2018 Diversity Summit

Bios

Dan Drummond is the Director of Communications of Certified Financial Planner Board of Standards, Inc. (CFP Board).

Jocelyn Wright, MBA, CFP®, is the Founder and CEO of Ascension Wealth Management LLC, and the Special Advisor for Gender Diversity at the Center for Financial Planning of Certified Financial Planner Board of Standards, Inc. (CFP Board).

Welcome to CFP Board Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. CFP Board is the professional standard-setting body for more than 84,000 CFP® Professionals nationwide! In each episode, CFP Board discusses the latest in the financial planning profession, takes a deep dive into a key topic, and answers your questions about financial planning.

Today’s episode welcomes Sean Neary who is here to talk about what the Edelman Trust Barometer is, why it’s important, and its most interesting findings on the financial sector for this year!

Key Takeaways

[:20] Dan Drummond welcomes Sean Neary, Executive Vice-President with Edelman and asks him to talk a little bit about who he is.

[1:29] Sean talks about the growing connection between policy-making and what happens on Wall Street.

[2:20] The Edelman Trust Barometer is a survey of more than 33,000 people in 27 markets around the world that has been around for 19 years; Sean breaks down the survey’s categories, talks about why they do it and shares some of the key findings for this year.

[4:14] The question is really do you trust or distrust a particular industry or sector.

[4:49] Has Sean seen any trends in the financial sector over the last few years? And how does it compare to other sectors, say technology?

[6:22] Sean digs into why technology within the financial sector generates mistrust — robo-advisors for example — this could partly explain the human resource shift a lot of digital financial companies have been making.

[8:11] Sean does see a lot of company or even individual loyalty, even when the trust level for a sector is generally lower.

[9:13] Dan talks about the last item on the Trust 10 list — companies can improve social conditions in the communities in which it operates — and asks Sean to weigh in on the whopping 9 point increase from last year!

[10:44] Any other interesting trends to look at? Why do women have less trust and confidence in the financial sector?

[12:19] How would Sean advise CFP® Professionals use this Trust Barometer information within their practice?

[13:13] Sean shares some parting thoughts.

[13:30] Dan thanks Sean for coming on the podcast and breaking down the Trust Barometer information for listeners.

Thank you for listening to Certificant Connections; for more information on any of the topics we discussed today, visit our website and check out our blog.

To submit questions, email us at [email protected].

If you enjoyed the show, we hope you visit Apple Podcasts, Spotify, Stitcher or wherever you listen to your podcasts to subscribe, rate and leave us a quick review.

Join us next time for another edition of Certificant Connections.

Mentioned in this episode

The 2019 Edelman Trust Barometer

Bios

Dan Drummond is the Director of Communications of Certified Financial Planner Board of Standards, Inc. (CFP Board).

Sean Neary is Executive Vice President — Financial Communications & Capital Markets at Edelman.

Welcome to CFP Board Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. CFP Board is the professional standard-setting body for more than 84,000 CFP® professionals nationwide! In each episode, CFP Board discusses the latest in the financial planning profession, takes a deep dive into a key topic, and answers your questions about financial planning.

Today’s episode is about the wide variety of registered programs certified by CFP Board, tune in to get a better feel for what is available and why!

Key Takeaways

[:20] Dan Drummond welcomes Dr. Mary Kay Svedberg, Director of Education at the CFP Board and asks her to talk a little bit about what her work entails.

[1:52] Why are there so many available programs to choose from? These decisions are made alongside universities and depend on their needs and who they are marketing to. There is growth in the demand for higher level degrees in financial planning.

[3:21] Mary Kay touches on the innovative ways education is being made available; blended learning has become more and more common.

[4:10] Dan asks how the Ph.D. programs fit into the overall strategy for the future of the financial planning profession.

[4:56] The programs are called ‘registered programs’ because the CFP Board is a certifying body and as such requires reporting from its programs in order to show compliance.

[5:58] How can an interested person learn more about the available programs? The CFP.net website has a ‘find an educational program’ tool and the candidate forum is a great place to get some information from current candidates — who are genuinely active on the platform.

[7:15] The 4 ‘E’s of CFP board include Education and it is made up of 2 requirements:

1. Registered course work
2. Bachelor’s degree

So, in terms of career perspective, financial planning is appealing because everyone can call themselves a financial planner, but not everyone can call themselves a CFP® professional so it’s being taken more and more seriously.

[10:35] Mary Kay touches on the upcoming events and programs, reminds everyone about the Baccalaureate Degree Discount for the examination and invites listeners to keep an eye out for spring(ish) 2020 for the next Registered Programs Conference.

[13:30] Dan thanks Mary Kay for coming on the podcast. To get in touch with Dr. Svedberg, you can do so at [email protected] or visit Cfp.net for additional information.

Thank you for listening to Certificant Connections; for more information on any of the topics we discussed today, visit our website and check out our blog.

To submit questions, email us at [email protected].

If you enjoyed the show, we hope you visit Apple Podcasts, Spotify, Stitcher or wherever you listen to your podcasts to subscribe, rate and leave us a quick review.

Join us next time for another edition of Certificant Connections.

Mentioned in this episode

AASCB Accredited Schools

NCCEA

CFP.net’s Find an Educational Program tool

4 ‘E’s of CFP board

Registered Programs Conference

Baccalaureate Degree Discount

Virginia Tech

Bios

Dan Drummond is the Director of Communications of Certified Financial Planner Board of Standards, Inc. (CFP Board).

Mary Kay Svedberg is Director of Education of Certified Financial Planner Board of Standards, Inc. (CFP Board).

Welcome to CFP Board Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. CFP Board is the professional standard-setting body for more than 84,000 CFP® professionals nationwide! In each episode, CFP Board discusses the latest in the financial planning profession, takes a deep dive into a key topic, and answers your questions about financial planning.

Today’s episode is about big-picture issues that the CFP Board is looking at, as well as client psychology, CFP Board’s wide variety of programs and plans for the future and the upcoming Board meeting.

Key Takeaways

[:20] Dan Drummond welcomes co-host Kevin Keller and Susan John, CFP Board’s 2019 chair.

[1:00] Kevin and Susan share their reactions and thoughts on the future following the two-day seminar about client psychology they just participated in.

[3:50] After her first trimester as Chair of CFP Board, Susan is still as surprised by the variety and breadth of actions, initiatives, and programs undertaken by the teams.

[6:00] The upcoming Board meeting will dive deeply into the current state of financial services to get a better understanding of the CFP Board’s positioning and it’s future opportunities.

[7:05] Kevin asks Susan to talk a bit about what her job as Chair entails and how she chooses to approach the challenge.

[8:15] What do the subscription-based business models appearing and overall competition mean for the future of CFP Board?

[10:32] What is the CERTIFIED FINANCIAL PLANNER™ missing to be recognized as a profession?

[11:10] Susan talks about what the last 50 years have meant for the profession and what the future is looking like.

[12:20] Kevin invites listeners to keep their ear to the ground for a Chicago event on December 12th.

[13:00] The academic colloquium has to be one of Susan’s favorite initiatives since it moved the CFPs away from “rules of thumb” into a more professional practice.

[14:32] Believe it or not, there’s a shortage in the way of next-generation CFP® professionals.

[15:00] With the upcoming Code and Standard effective date — October 1st — how do Susan and the Board anticipate things unfolding?

[17:50] Kevin and Dan thank Susan for coming on the podcast and invite listeners to go to Cfp.net/code for additional resources.

Thank you for listening to Certificant Connections; for more information on any of the topics we discussed today, visit our website and check out our blog.

To submit questions, email us at [email protected].

If you enjoyed the show, we hope you visit Apple Podcasts, Spotify, Stitcher or wherever you listen to your podcasts to subscribe, rate and leave us a quick review.

Join us next time for another edition of Certificant Connections.

Mentioned in this episode

Dr. Carolyn McClanahan

Schwab subscription-based services

XY planning network subscription-based services

Bios

Dan Drummond is the Director of Communications of Certified Financial Planner Board of Standards, Inc. (CFP Board).

Kevin R. Keller is Chief Executive Officer of Certified Financial Planner Board of Standards, Inc. (CFP Board).

Susan John, CFP, is Chair of Certified Financial Planner Board of Standards, Inc. (CFP Board).

Welcome to CFP Board Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. CFP Board is the professional standard-setting body for more than 83,000 CFP® professionals nationwide! In each episode, CFP Board discusses the latest in the financial planning profession, takes a deep dive into a key topic, and answers your questions about financial planning.

Today’s episode features guest Leo Rydzewski, General Counsel of CFP Board. Leo joins in to talk about the new Code of Ethics and Standards of Conduct which becomes effective on October 1st, 2019.

Key Takeaways

[:20] Dan Drummond welcomes Leo Rydzewski General Counsel of CFP Board to the Certificant Connections podcast.

[1:00] Leo delves into the latest initiatives for outreach surrounding the Code and Standards, namely the numerous nationwide public forums.

[2:50] What the Standards Resource Commission is, what it does, and why it is useful.

[4:57] Leo explains what the Roadmap to the Code and Standards is, the five implementation guidance resources it provides, as well as all of the other helpful features it provides to a wide variety of business models.

[11:11] Before the effective date of October 1st, 2019 rolls in, a lot of guidance documents will become available. Leo gives us a rundown on upcoming documents and the case studies that have garnered such engagement in the public forums.

[15:02] Dan and Leo discuss the upcoming audio version of the Code and Standards as well as the coming releases to be expected.

[17:20] Dan thanks Leo for all the information he shared and invites listeners to visit CFP.net/code for all of the resources currently available.

Thank you for listening to Certificant Connections; for more information on any of the topics we discussed today, visit our website and check out our blog.

To submit questions, email us at [email protected].

If you enjoyed the show, we hope you visit Apple Podcasts, Spotify, Stitcher or wherever you listen to your podcasts to subscribe, rate and leave us a quick review.

Join us next time for another edition of Certificant Connections.

Mentioned in this episode

Code of Ethics and Standards of Conduct

Ray Ferrara

Standards Resource Commission

Roadmap to the Code and Standards

CFP Financial Planning Reference guide

CFP Disclosure Guide

CFP Compliance checklist

Bios

Dan Drummond is the Director of Communications of Certified Financial Planner Board of Standards, Inc. (CFP Board).

Leo G. Rydzewski is General Counsel of Certified Financial Planner Board of Standards, Inc. (CFP Board).

Welcome to CFP Board Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. CFP Board is the professional standard-setting body for more than 83,000 CFP® professionals nationwide! In each episode, CFP Board discusses the latest in the financial planning profession, takes a deep dive into a key topic, and answers your questions about financial planning.

Jessica Lewis talks with Marilyn Mohrman-Gillis, Executive Director of CFP Board and Mark Tibergien, CEO of BNY Mellon’s Pershing about the new Career Paths Guide available to businesses employing CFP® professionals.

Key Takeaways

[:30] Jessica Lewis, communications specialist at CFP Board introduces Marilyn Mohrman-Gillis, Executive Director of CFP Board and Mark Tibergien, CEO of Advisor solutions at BNY Mellon’s Pershing.

[1:07] Marilyn talks about what the Center for Financial Planning’s mission is as well as the reason for, and the manner in which the Career Paths Guide was created.

[2:19] Marilyn thanks the signature sponsor: BNY Mellon’s Pershing, the research partner: The Ensemble Practice as well as the founding sponsors: TD Ameritrade Institutional; Northwestern Mutual; Envestnet; Charles Schwab Foundation.

[2:55] Mark dives into why it was important to WDAG to create this guide as well as how it will tangibly help in any workplace hiring or looking to hire CFP® professionals.

[5:53] How are employers anticipated to use this guide and what use will it be to them? Mark speaks on each of the five ladder rungs that are to be achieved by a CFP® professional in order to progress to the next, as well as expected compensation for each of those levels.

[7:42] How does a clear career path help give credence to the notion of financial planning as a true profession?

[9:18] Will putting this Career Paths Guide in place help advance the diversity in the profession?

[11:21] Marilyn thanks Mark for his leadership in creating this guide and Jessica invites listeners to download the guide at the CenterforFinancialPlanning.org/CareerPaths.

Thank you for listening to Certificant Connections; for more information on any of the topics we discussed today, visit our website and check out our blog.

To submit questions, email us at [email protected].

If you enjoyed the show, we hope you visit Apple Podcasts, Spotify, Stitcher or wherever you listen to your podcasts to subscribe, rate and leave us a quick review.

Join us next time for another edition of Certificant Connections.

Mentioned in this episode

The Center for Financial Planning’s Career Path Guide: Financial Planning Career Paths Building More Sustainable and Successful Businesses

Signature sponsor: BNY Mellon’s Pershing

Research partner: The Ensemble Practice

Founding sponsor: TD Ameritrade Institutional

Founding sponsor: Northwestern Mutual

Founding sponsor: Envestnet

Founding sponsor: Charles Schwab Foundation

Bios

Jessica Lewis is a communications specialist at Certified Financial Planner Board of Standards, Inc. (CFP Board).

Marilyn Mohrman-Gillis, Esq. is the Executive Director of Certified Financial Planner Board of Standards, Inc. (CFP Board).

Mark Tibergien is Chief Executive Officer of Advisor Solutions at BNY Mellon’s Pershing.

Welcome to CFP Board Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. CFP Board is the professional standard-setting body for more than 83,000 CFP® professionals nationwide! In each episode, CFP Board discusses the latest in the financial planning profession, takes a deep dive into a key topic, and answers your questions about financial planning.

Dan Drummond and Kevin Keller talk to Jason Gudenius.

Key Takeaways

[:30] Dan Drummond is joined by co-host Kevin Keller, CEO of CFP Board and Jason Gudenius to talk about increasing access to CFP® professionals but before introducing today’s guest, Dan and Kevin give an overview current events at the CFP Board.

[:45] Kevin Keller talks about the Center for Financial Planning’s new Career Path Guide: Financial Planning Career Paths Building More Sustainable and Successful Businesses with the help of signature sponsor: BNY Mellon Pershing.

[3:30] Susan John (Chair of CFP Board) recently testified before Congress. Kevin Keller explains what she urged them to do about regulation BI.

[5:14] Kevin gives listeners an update on the places he’s visited in the last month, who he met with, why it was pertinent and where he has plans to go to next.

[7:09] Dan Drummond introduces today’s guest Jason Gudenius — CFP Board Director of Marketing — and Kevin asks him why it’s important to focus on increasing access to CFP professionals.

[12:15] Jason breaks down what the CFP Board research has identified as barriers for people becoming CFP® professionals as well as the steps that have been taken to break those down.

[13:59] Kevin and Jason discuss the Candidate Forum and the wealth of information shared by its 62,000 subscribers.

[15:52] Jason talks about the mentoring program that started as a women’s focused initiative and has now evolved to include everyone.

[17:36] The practice exam, as well as the career center, are other initiatives pushed by the CFP Board, Jason and Kevin detail what the objectives are for these.

[21:02] Kevin asks what things the CFP Board Marketing team does that people might be surprised about.

[21:55] Is the CFP Board marketing only to the big firms?

[22:28] Kevin talks about the newest addition to the CFP Board team.

[23:50] Dan and Kevin thank Jason for coming on the podcast to talk about the efforts of the CFP® Board’s marketing efforts to increase CFP® certification.

Thank you for listening to Certificant Connections; for more information on any of the topics we discussed today, visit our website and check out our blog.

To submit questions, email us at [email protected].

If you enjoyed the show, we hope you visit Apple Podcasts, Spotify, Stitcher or wherever you listen to your podcasts to subscribe, rate and leave us a quick review.

Join us next time for another edition of Certificant Connections.

Mentioned in this episode

The Center for Financial Planning’s Career Path Guide: Financial Planning Career Paths Building More Sustainable and Successful Businesses. Signature sponsor: BNY Mellon Pershing

Certified Financial Planner Board of Standards

Candidate Forum on cfp.net

Bios

Dan Drummond is the Director of Communications of Certified Financial Planner Board of Standards, Inc. (CFP Board).

Kevin R. Keller is Chief Executive Officer of Certified Financial Planner Board of Standards, Inc. (CFP Board).

Jason Gudenius is Director of Marketing of Certified Financial Planner Board of Standards, Inc. (CFP Board).

Welcome to CFP Board Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. CFP Board is the professional standard-setting body for more than 83,000 CFP® professionals nationwide! Each episode, CFP Board discusses the latest in the financial planning profession, takes a deep dive into a key topic, and answers your questions about financial planning.

Dan Drummond and Kevin Keller talk with Mike Dabadie about CFP Board advertising campaign and branding.

Key Takeaways

[:20] Dan Drummond is joined by co-host Kevin Keller, COE of CFP Board as well as a special guest, Mike Dabadie, co-CEO of Heart+Mind strategies, a leading research strategy firm.

[1:02] Dan opens up the conversation with Kevin by going over exciting recent events at CFP Board.

[4:16] Yes, there was even a College colors tailgate!

[4:33] Kevin talks about the Certificant Connections — a sort of town hall meeting — that takes him on the road three or four times a year to meet with CFP® professionals and hear what’s on their minds.

[6:48] Dan turns over to Kevin and Mike to begin today’s conversation about the public awareness campaign.

[8:38] Kevin asks Mike to go over what the brand brief was like when planning the campaign.

[10:26] Mike goes over the in-depth research he did and what people — both on the consumer side and the CFP® professional side — he talked to in order to begin raising awareness.

[12:53] What is the CFP® brand promise now, as opposed to what it used to be?

[14:58] Mike shares the three reasons consumers want to work with a CERTIFIED FINANCIAL PLANNER™.

[16:04] Kevin asks Mike to dig into the importance of the “Confidence Today” aspect of the CFP brand promise.

[19:52] After all that work, how does the research relate to the current campaign — the answer is broken down into two important points.

[23:22] Kevin summarizes the budget used for the campaign.

[23:59] Dan highlights the fact that the money was very efficiently used by quoting investmentnewsstory.com

[25:00] Kevin and Dan give the floor to Mike as well as Heart+Mind Strategies, a leading research and strategy firm based in DC.

[26:16] Kevin answers some reader questions.

[28:00] Dan and Kevin thank Mike for coming on the podcast and breaking down the research and strategy surrounding the current CFP® brand and campaign.

Thank you for listening to Certificant Connections; for more information on any of the topics we discussed today, visit our website and check out our blog.

To submit questions, email us at [email protected].

If you enjoyed the show, we hope you visit Apple Podcasts, Spotify, Stitcher or wherever you listen to your podcasts to subscribe, rate and leave us a quick review.

Join us next time for another edition of Certificant Connections.

Mentioned in this episode

Certified Financial Planner Board of Standards

Heart+Mind Strategies

Financial Planning Coalition

ARC — Academic Research Colloquium

RPC — Registered Programs Conference

Center for Financial Planning

Mass Affluent

Investment news story on clicks for CFP

CPA

CFA

Bios

Dan Drummond is the Director of Communications of Certified Financial Planner Board of Standards, Inc. (CFP Board).

Kevin R. Keller is Chief Executive Officer of Certified Financial Planner Board of Standards, Inc. (CFP Board).

Mike Dabadie is CEO and Managing Partner at Heart+Mind Strategies.

Welcome to Certificant Connections, a podcast powered by the Certified Financial Planner Board of Standards. In this episode, CFP Board takes a quick look at the latest news and trends in the financial planning profession. With interviews and insights from newsmakers and thought leaders in the profession.

Maureen Thompson and Barb Roper discuss the SEC’s Regulation BI and the latest news on the “F” word, that’s right, fiduciary!

Key Takeaways

[:20] Dan Drummond welcomes Maureen Thompson, CFP Board’s VP for Public Policy, and Barb Roper, Director of Investor Protection at the Consumer Federation of America.

[:53] Maureen opens the discussion with an overview of the goings on in the world of fiduciary and the way the CFP Board is working towards a strengthening of Regulation BI.

[1:42] Barb explains why this work towards strengthening is so important and what reactions the first Regulation BI garnered.

[3:44] Barb gives a bit of history on Regulation BI and explains how in the last 20 years, the problem has been made progressively worse.

[5:36] Maureen touches on what the CFP Board has been doing to palliate to these regulatory issues and how it remains a clear and trustworthy standard.

[7:06] Dan asks Barb and Maureen to give their take on the evolution of the consumer market and its potential or inability to affect regulatory bodies’ policy.

[12:11] Is the growth in CFP® professions related in any way to the failing regulations in place and the consumer market demand for higher clarity, standards, and accountability?

[14:09] Maureen talks about brokerage industry changes (automation for example) and their effects on market growth.

[11:40] Dan thanks Barb and Maureen for coming on the podcast and delving into the fiduciary issue.

Thank you for listening to another episode of Certificant Connections; for more information, visit our website and check out our blog.

To submit questions, email us at [email protected].

If you enjoyed the show, we hope you visit iTunes to subscribe, rate and leave us a review.

Join us next time for another edition of Certificant Connections.

Mentioned in this episode

Certified Financial Planner Board of Standards

Financial Planning Coalition

Consumer Federation of America

SEC

Regulation Best Interest

Dodd-Frank

More about your hosts

Dan Drummond is the Director of Communications of Certified Financial Planner Board of Standards, Inc. (CFP Board).

Maureen Thompson is the Vice-President of Public Policy of Certified Financial Planner Board of Standards, Inc. (CFP Board).

Barbara Roper is the Director of Investor Protection at the Consumer Federation of America.