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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.
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