"Guide to CFP Board's Technology Standard" Webinar

Описание к видео "Guide to CFP Board's Technology Standard" Webinar

This webinar will provide a 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.

Panelists include:

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

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