Certified Financial Planner Board of Standards Inc.
04/18/2024 | Press release | Distributed by Public on 04/19/2024 23:20
Now: Webinar on Guide to CFP Board's Technology Standard
On April 17, 2024, a panel of CFP Board staff and industry leaders presented an engaging discussion and comprehensive breakdown of the recently released Guide to CFP Board's Technology Standard, including a deep dive into the accompanying Sample Questionnaires & Technology Evaluation Checklist. A recording of the webinar, which addressed questions from the live audience, is now available for on-demand viewing.
Panelists:
CFP Board Staff:
- Leo Rydzewski, JD, CAE, General Counsel
- Jonathan C. Black II, JD, Assistant General Counsel
Industry Leaders:
- Patrick Spenser, Managing Director, Moneytree Software
- Matt Schulte, Head of Financial Planning, eMoney
- Dain Runestad, Senior Vice President, Head of Product, RightCapital