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Using a case-study approach, learn how two leaders of credentialing organizations formed a unique partnership to share a staff member. If you receive ICE emails, you already have an account. It is important to ICE that you enjoy this offering. Please email ICE staff at info credentialingexcellence. Login to view purchase options. You will be able to immediately access the recording, and access instructions will be provided in your automated purchase confirmation. If you choose to pay by check, access will not be granted until the check payment has been received and deposited. CFP Board. Keller joined CFP Board after serving 16 years with the Association for Financial Professionals AFP , a membership organization which provides products, education and training for treasury and corporate finance. At AFP, he held the position of senior vice president and chief operating officer for the prior seven years and managed programs and services for the 16,member organization.
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Work with the highest standard. This could not have been news to the CFP Board and management. I wrote two articles that got to the root of the discrepancy and showed that CFP disciplinary actions almost always came after those of regulators and courts. I believe it would have taken minimal staff and time to tally 10 years of data to determine what percentage of disciplinary action by the CFP Board came after that of other regulators and courts. Why did the board of directors not request this data from management? As a rule, management can be proactive or reactive. The CFP Board has chosen to allow management to be inactive, constituting a failure of its fiduciary duty. That failure is harming the many CFP certificants who actually do practice with a higher standard. And the board did protect thousands of certificants from disclosure to the public, including those with felony charges. But Mr.