Tag Archives | Certified Financial Planner Board of Standards
2020-02 CFP Board photo Group

CFP® Professionals: Giving Back To The Profession

Our team of 6 CFP® professionals, plus our outstanding testing facilitator Kathy, showed off some pretty serious skills last week in Washington DC! We spent two days at the Certified Financial Planner Board of Standards, Inc. headquarters (CFP Board) refining questions that will appear on future CFP® exams. CFP® candidates are required to demonstrate competence […]

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USA, Washington DC, Pennsylvania Avenue and Capitol building

Women Adviser Summit – Washington, D.C. – July 2015

I had the good fortune to spend last Tuesday in Washington D.C. with over 150 other women from across the country at the Women Financial Adviser’s Summit, sponsored  by Investment News magazine. The day was jam-packed with timely information on the special financial needs of women in transition due to divorce, widowhood, and other life events; business succession […]

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