David chairs the board of the Certified Financial Planner Board of Standards. He also founded Diesslin & Associates. Additionally, he works with the American National Standards Institute’s Technical Advisory Group for International Standards Organization. He serves as an advisor to Texas Christian University’s financial planner certification program, and he is a co-founder and past president of the National Association of Personal Financial Advisors.
He is nationally recognized as one of the Nation’s 100 Most Exclusive Wealth Advisors and Best 100 Financial Advisors in Medical Economics, Worth, and Money Magazines. He has also contributed to several books about financial planning.
David is a graduate of Indiana University’s School of Business. He received an MBA from the University of Dallas, and he earned a CFP, Certified Financial Planner®, at Denver’s College for Financial Planning.
|David will provide you with a short history of the Financial Planning Process and the CFP Board. He will explain how the Financial Planning Process embedded in the CFP Mark can empower your firm’s clients. He will highlight current financial planning trends and discuss their implications.