CFP Board's Annual Firm Meeting will take place Friday, December 4, 2009 from 9:00 a.m. - 3:00 p.m. at the Westin New York at Times Square, New York City.

This year’s meeting will focus on key compliance issues facing today’s firms, including updates on CFP Board’s work with firms to implement the Standards of Professional Conduct and the fiduciary standard for financial planning services. The meeting will feature a keynote speaker, as well as sessions by CFP Board’s senior staff on the latest developments in CFP Board’s education standards, professional review process and public policy activities. This year's meeting also offers opportunities to continue our work with firm representatives to evaluate current services and explore new ideas for ways CFP Board can more effectively support your firm and the CFP® certificants working within your organization.

Registration is free, but space is limited and available on a first-come, first-served basis. To register, please complete the following form:

Contact Information Company:
Address:
Address 2:
City/Town:
State:
ZIP/Postal Code:
Country:
Email Address:
Phone Number:

1. First name:

2. Middle name or initial

3. Last Name

4. First name or nickname as you would like it to appear on your name badge

5. Contact Information

6. Are you a CFP® certificant?

7. Organization Name

8. Job Title

9. What is your current job function?

10. How many years have you served in this role?

11. Approximately how many CFP® Certificants are employed by your organization?

12. Please indicate your involvement in CFP® Certification processes at your firm/organization:

13. Is this the first CFP Board Firm Meeting that you have attended?

14. If there are other members of your organization you feel should receive an invitation to CFP Board's Annual Firm Meeting, please type their email addresses below.

15. Please indicate any dietary requirements or other special needs.